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
2276
$56K ﹤0.01%
3,086
+2,491
2277
$56K ﹤0.01%
1,924
+4
2278
$56K ﹤0.01%
+2,148
2279
$56K ﹤0.01%
1,026
+1
2280
$56K ﹤0.01%
1,490
+130
2281
$56K ﹤0.01%
3,489
+250
2282
$56K ﹤0.01%
+2,251
2283
$56K ﹤0.01%
3,985
2284
$56K ﹤0.01%
2,080
2285
$55K ﹤0.01%
4,055
+3,007
2286
$55K ﹤0.01%
2,776
+277
2287
$55K ﹤0.01%
5,219
+1,200
2288
$55K ﹤0.01%
761
-29
2289
$55K ﹤0.01%
4,292
+29
2290
$55K ﹤0.01%
2,200
2291
$55K ﹤0.01%
1,435
2292
$55K ﹤0.01%
3,062
-220
2293
$55K ﹤0.01%
1,250
2294
$55K ﹤0.01%
8,550
+1,813
2295
$55K ﹤0.01%
468
+2
2296
$55K ﹤0.01%
3,703
+36
2297
$55K ﹤0.01%
1,442
+7
2298
$55K ﹤0.01%
1,273
+30
2299
$55K ﹤0.01%
3,401
+2,011
2300
$55K ﹤0.01%
+1,078
90 91
92
93 94