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
2301
$55K ﹤0.01%
1,076
+55
2302
$54K ﹤0.01%
876
+297
2303
$54K ﹤0.01%
1,426
+1,222
2304
$54K ﹤0.01%
641
+10
2305
$54K ﹤0.01%
1,554
+38
2306
$54K ﹤0.01%
2,231
-51
2307
$54K ﹤0.01%
1,540
+23
2308
$54K ﹤0.01%
+428
2309
$54K ﹤0.01%
855
+14
2310
$54K ﹤0.01%
2,218
-30
2311
$54K ﹤0.01%
775
2312
$54K ﹤0.01%
1,689
+17
2313
$54K ﹤0.01%
2,668
+2,474
2314
$54K ﹤0.01%
2,719
2315
$54K ﹤0.01%
4,826
+300
2316
$53K ﹤0.01%
457
+136
2317
$53K ﹤0.01%
905
2318
$53K ﹤0.01%
31,981
2319
$53K ﹤0.01%
1,618
+82
2320
$53K ﹤0.01%
923
2321
$53K ﹤0.01%
2,027
2322
$53K ﹤0.01%
437
2323
$53K ﹤0.01%
3,300
2324
$53K ﹤0.01%
7,335
+135
2325
$53K ﹤0.01%
690
91 92
93
94 95