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
2326
$53K ﹤0.01%
838
-7
2327
$53K ﹤0.01%
6,092
+59
2328
$53K ﹤0.01%
1,740
+13
2329
$52K ﹤0.01%
690
+255
2330
$52K ﹤0.01%
833
+166
2331
$52K ﹤0.01%
2,889
+1,571
2332
$52K ﹤0.01%
2,500
2333
$52K ﹤0.01%
2,000
2334
$52K ﹤0.01%
736
+19
2335
$52K ﹤0.01%
283
+67
2336
$52K ﹤0.01%
2,435
+125
2337
$52K ﹤0.01%
1,600
+1,000
2338
$52K ﹤0.01%
2,144
2339
$52K ﹤0.01%
3,790
2340
$52K ﹤0.01%
982
+24
2341
$52K ﹤0.01%
2,121
+69
2342
$52K ﹤0.01%
1,520
+200
2343
$52K ﹤0.01%
+2,031
2344
$52K ﹤0.01%
629
+220
2345
$52K ﹤0.01%
2,111
2346
$51K ﹤0.01%
3,187
+341
2347
$51K ﹤0.01%
+951
2348
$51K ﹤0.01%
3,195
+60
2349
$51K ﹤0.01%
1,373
-227
2350
$51K ﹤0.01%
2,901
+1,942
92 93
94
95 96