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
2376
$50K ﹤0.01%
2,199
+595
2377
$50K ﹤0.01%
1,100
2378
$49K ﹤0.01%
1,963
2379
$49K ﹤0.01%
3,500
2380
$49K ﹤0.01%
989
+330
2381
$49K ﹤0.01%
1,926
2382
$49K ﹤0.01%
1,263
+454
2383
$49K ﹤0.01%
574
2384
$49K ﹤0.01%
2,238
+748
2385
$49K ﹤0.01%
1,440
+12
2386
$49K ﹤0.01%
1,007
-248
2387
$49K ﹤0.01%
700
+306
2388
$49K ﹤0.01%
6,000
2389
$49K ﹤0.01%
3,912
2390
$49K ﹤0.01%
2,150
2391
$48K ﹤0.01%
290
+68
2392
$48K ﹤0.01%
2,100
2393
$48K ﹤0.01%
646
+333
2394
$48K ﹤0.01%
1,278
2395
$48K ﹤0.01%
4,220
+184
2396
$48K ﹤0.01%
561
+49
2397
$48K ﹤0.01%
3,700
2398
$48K ﹤0.01%
1,949
+278
2399
$48K ﹤0.01%
3,199
+235
2400
$48K ﹤0.01%
865
+344
94 95
96
97 98