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
401
$543K 0.03%
14,232
+13,127
402
$541K 0.03%
9,407
-33,234
403
$539K 0.03%
4,569
+765
404
$535K 0.03%
17,244
-2,096
405
$534K 0.03%
8,813
-153
406
$534K 0.03%
12,363
+2,198
407
$533K 0.03%
13,322
-1,782
408
$532K 0.03%
22,192
+5,247
409
$530K 0.03%
4,970
+4,695
410
$527K 0.03%
3,755
+1,805
411
$526K 0.03%
10,737
+403
412
$522K 0.03%
1,124
+205
413
$518K 0.03%
30,120
+1,644
414
$516K 0.03%
2,444
+262
415
$514K 0.03%
22,619
-23,628
416
$513K 0.03%
77,363
-11,798
417
$509K 0.03%
5,133
418
$507K 0.03%
2,292
+130
419
$507K 0.03%
6,369
+347
420
$501K 0.03%
566
+62
421
$500K 0.03%
17,226
-1,819
422
$495K 0.03%
14,084
-17,768
423
$494K 0.03%
11,538
+7,593
424
$492K 0.03%
15,474
+14,302
425
$491K 0.03%
10,963
+615
15 16
17
18 19