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
2351
$51K ﹤0.01%
1,371
+780
2352
$51K ﹤0.01%
522
+271
2353
$51K ﹤0.01%
1,000
2354
$51K ﹤0.01%
971
2355
$51K ﹤0.01%
1,350
-54
2356
$51K ﹤0.01%
221
-105
2357
$51K ﹤0.01%
1,405
2358
$51K ﹤0.01%
2,201
+61
2359
$51K ﹤0.01%
227
+58
2360
$51K ﹤0.01%
490
+219
2361
$51K ﹤0.01%
635
+535
2362
$51K ﹤0.01%
1,640
+105
2363
$51K ﹤0.01%
672
+21
2364
$51K ﹤0.01%
1
2365
$51K ﹤0.01%
5,696
+1,910
2366
$50K ﹤0.01%
75
2367
$50K ﹤0.01%
885
-30
2368
$50K ﹤0.01%
878
2369
$50K ﹤0.01%
3,581
+25
2370
$50K ﹤0.01%
1,415
+272
2371
$50K ﹤0.01%
2,450
+1,100
2372
$50K ﹤0.01%
708
-8
2373
$50K ﹤0.01%
2,177
+571
2374
$50K ﹤0.01%
3,113
-73
2375
$50K ﹤0.01%
2,507
+26
93 94
95
96 97