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
276
$1.06M 0.06%
10,088
+1,123
277
$1.05M 0.06%
17,664
+372
278
$1.04M 0.06%
13,583
-1,367
279
$1.04M 0.06%
16,249
+661
280
$1.04M 0.06%
4,840
+1,883
281
$1.03M 0.06%
4,963
+16
282
$1.02M 0.06%
42,536
+451
283
$996K 0.06%
33,816
+404
284
$995K 0.06%
44,593
-10,412
285
$986K 0.06%
6,101
-1,831
286
$985K 0.06%
14,253
+1,753
287
$982K 0.06%
17,976
+103
288
$978K 0.06%
37,176
+12,677
289
$974K 0.06%
25,197
-3,517
290
$974K 0.06%
3,089
+26
291
$971K 0.06%
7,197
+1,760
292
$970K 0.06%
6,824
+31
293
$958K 0.06%
24,669
+1,983
294
$951K 0.06%
14,182
+1,314
295
$951K 0.06%
31,616
-4,530
296
$945K 0.06%
7,932
+177
297
$932K 0.06%
20,141
+724
298
$931K 0.06%
39,598
-2,710
299
$923K 0.06%
6,266
-276
300
$919K 0.05%
32,250
-1,501
10 11
12
13 14