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
351
$689K 0.04%
7,181
-308
352
$686K 0.04%
5,982
-634
353
$682K 0.04%
20,348
-9,532
354
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11,078
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355
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-16,523
356
$675K 0.04%
26,183
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357
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358
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-4,494
360
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2,246
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361
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11,610
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362
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363
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14,428
+11,358
364
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1,680
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365
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368
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369
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20,998
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370
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14,646
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371
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40,851
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372
$646K 0.04%
20,928
-369
373
$638K 0.04%
4,800
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374
$636K 0.04%
4,277
+3,779
375
$630K 0.04%
9,853
+5,557
13 14
15
16 17