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
326
$809K 0.05%
32,235
+23,428
327
$796K 0.05%
29,835
-2,721
328
$788K 0.05%
8,436
+2,260
329
$782K 0.05%
53,014
+12,072
330
$781K 0.05%
14,418
-89
331
$777K 0.05%
15,173
+7,019
332
$775K 0.05%
72,122
333
$767K 0.05%
29,449
+5,412
334
$764K 0.05%
9,418
-1,441
335
$755K 0.05%
26,539
+3,942
336
$747K 0.04%
4,531
+528
337
$742K 0.04%
7,355
+493
338
$742K 0.04%
24,165
+210
339
$740K 0.04%
1,313
-109
340
$739K 0.04%
22,260
+6,240
341
$733K 0.04%
12,101
-3,984
342
$733K 0.04%
4,982
-493
343
$725K 0.04%
9,061
-189
344
$720K 0.04%
3,721
-2,431
345
$716K 0.04%
13,960
+790
346
$709K 0.04%
29,969
+4,128
347
$707K 0.04%
20,909
+729
348
$706K 0.04%
11,094
-845
349
$702K 0.04%
3,613
+5
350
$699K 0.04%
49,881
-3,915
12 13
14
15 16