IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.84B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,773
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$22.8M
3
+$18.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.9M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.48M

Top Sells

1
+$5.42M
2
+$4.46M
3
+$4.18M
4
XYL icon
Xylem
XYL
+$2.61M
5
BKNG icon
Booking.com
BKNG
+$1.52M

Sector Composition

1 Communication Services 9.08%
2 Consumer Discretionary 5.28%
3 Technology 5.18%
4 Financials 3.5%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$59K ﹤0.01%
799
+659
2252
$59K ﹤0.01%
+1,906
2253
$58K ﹤0.01%
4,503
+29
2254
$58K ﹤0.01%
824
+37
2255
$58K ﹤0.01%
1,014
+261
2256
$58K ﹤0.01%
1,550
+2
2257
$58K ﹤0.01%
894
+200
2258
$58K ﹤0.01%
2,280
+1,007
2259
$58K ﹤0.01%
666
+18
2260
$58K ﹤0.01%
10,289
-3,074
2261
$58K ﹤0.01%
2,105
2262
$58K ﹤0.01%
1,163
+16
2263
$58K ﹤0.01%
1,219
+81
2264
$58K ﹤0.01%
1,791
+37
2265
$57K ﹤0.01%
809
+370
2266
$57K ﹤0.01%
1,315
+3
2267
$57K ﹤0.01%
3,551
2268
$57K ﹤0.01%
1,961
+323
2269
$57K ﹤0.01%
1,982
2270
$57K ﹤0.01%
1,410
-154
2271
$57K ﹤0.01%
822
+80
2272
$57K ﹤0.01%
6,500
2273
$57K ﹤0.01%
1,117
2274
$56K ﹤0.01%
1,801
+7
2275
$56K ﹤0.01%
+273
89 90
91
92 93