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
2401
$48K ﹤0.01%
2,373
+2,128
2402
$48K ﹤0.01%
261
+230
2403
$47K ﹤0.01%
569
+437
2404
$47K ﹤0.01%
1,763
-22
2405
$47K ﹤0.01%
763
+388
2406
$47K ﹤0.01%
790
2407
$47K ﹤0.01%
2,890
+229
2408
$47K ﹤0.01%
974
2409
$47K ﹤0.01%
776
+189
2410
$47K ﹤0.01%
2,398
+298
2411
$47K ﹤0.01%
515
+48
2412
$47K ﹤0.01%
4,157
2413
$47K ﹤0.01%
1,069
+197
2414
$47K ﹤0.01%
1,830
-720
2415
$47K ﹤0.01%
2,120
+136
2416
$47K ﹤0.01%
265
-69
2417
$47K ﹤0.01%
3,600
2418
$47K ﹤0.01%
573
+55
2419
$47K ﹤0.01%
85
+75
2420
$47K ﹤0.01%
1,500
+291
2421
$47K ﹤0.01%
+1,869
2422
$47K ﹤0.01%
1,624
+502
2423
$47K ﹤0.01%
3,145
+557
2424
$46K ﹤0.01%
5,562
+245
2425
$46K ﹤0.01%
1,152
+16
95 96
97
98 99