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
$1.67B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,566
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.9M
3
+$11.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$7.37M

Top Sells

1
+$10.2M
2
+$7.68M
3
+$5.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.05M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.86M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.29%
3 Healthcare 4.15%
4 Financials 3.93%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.08%
16,311
+827
227
$1.36M 0.08%
14,243
-951
228
$1.36M 0.08%
37,350
-29,520
229
$1.35M 0.08%
1,745
+67
230
$1.34M 0.08%
35,533
-20,129
231
$1.34M 0.08%
18,515
+2,221
232
$1.34M 0.08%
15,404
+10,052
233
$1.33M 0.08%
92,623
+296
234
$1.32M 0.08%
38,934
-13,745
235
$1.32M 0.08%
26,018
+17,311
236
$1.31M 0.08%
43,452
+43,162
237
$1.3M 0.08%
22,264
-1,673
238
$1.28M 0.08%
25,491
+25,272
239
$1.28M 0.08%
23,905
-30,461
240
$1.27M 0.08%
25,326
+5,106
241
$1.26M 0.08%
28,695
-7,583
242
$1.25M 0.07%
6,475
+359
243
$1.25M 0.07%
6,615
+153
244
$1.25M 0.07%
7,072
-2,486
245
$1.25M 0.07%
46,937
+5,009
246
$1.24M 0.07%
22,444
-18
247
$1.24M 0.07%
11,915
+4,872
248
$1.22M 0.07%
27,960
+3,811
249
$1.21M 0.07%
25,042
-8
250
$1.2M 0.07%
8,104
-12
8 9
10
11 12