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
251
$1.2M 0.07%
8,478
+2,253
252
$1.2M 0.07%
7,779
+471
253
$1.2M 0.07%
5,406
+216
254
$1.2M 0.07%
20,202
+7,773
255
$1.19M 0.07%
9,918
+470
256
$1.18M 0.07%
6,326
-463
257
$1.18M 0.07%
27,190
-14,090
258
$1.17M 0.07%
20,800
+119
259
$1.16M 0.07%
9,856
+1,229
260
$1.16M 0.07%
12,752
-1,106
261
$1.16M 0.07%
56,220
+3,177
262
$1.16M 0.07%
19,972
+1,406
263
$1.15M 0.07%
6,066
+533
264
$1.13M 0.07%
37,441
+16,832
265
$1.11M 0.07%
4,376
-142
266
$1.11M 0.07%
45,174
+1,350
267
$1.1M 0.07%
13,925
-2,247
268
$1.1M 0.07%
12,294
+481
269
$1.09M 0.07%
12,642
-688
270
$1.08M 0.06%
18,772
+462
271
$1.08M 0.06%
7,723
-25
272
$1.08M 0.06%
42,174
+41,677
273
$1.08M 0.06%
23,665
-772
274
$1.06M 0.06%
9,790
+5,020
275
$1.06M 0.06%
16,720
+1,175
9 10
11
12 13