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
301
$916K 0.05%
15,716
+2,696
302
$914K 0.05%
3,328
+3,317
303
$901K 0.05%
16,719
-590
304
$896K 0.05%
17,825
-14,798
305
$895K 0.05%
8,397
+237
306
$894K 0.05%
3,931
-90
307
$893K 0.05%
5,863
-45
308
$887K 0.05%
63,985
-9,940
309
$886K 0.05%
4,360
-494
310
$885K 0.05%
16,889
+57
311
$876K 0.05%
3,489
+564
312
$870K 0.05%
7,525
+560
313
$865K 0.05%
49,823
-11,907
314
$854K 0.05%
24,452
+15,211
315
$853K 0.05%
11,595
+2,558
316
$848K 0.05%
19,234
-5,557
317
$840K 0.05%
19,522
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318
$839K 0.05%
8,873
+60
319
$827K 0.05%
28,643
+6,065
320
$824K 0.05%
14,573
-1,251
321
$820K 0.05%
10,261
+637
322
$817K 0.05%
9,490
-20
323
$817K 0.05%
21,666
-1,308
324
$813K 0.05%
2,401
-928
325
$809K 0.05%
1,953
-161
11 12
13
14 15