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
426
$491K 0.03%
5,750
-1,395
427
$489K 0.03%
50,129
-3,739
428
$483K 0.03%
18,788
+3,486
429
$481K 0.03%
2,265
-538
430
$480K 0.03%
9,471
-323
431
$479K 0.03%
19,252
+68
432
$477K 0.03%
6,235
-14
433
$477K 0.03%
9,308
-46
434
$473K 0.03%
29,876
-7,403
435
$470K 0.03%
756
+48
436
$469K 0.03%
10,969
-17
437
$467K 0.03%
4,566
+458
438
$458K 0.03%
9,787
+2,712
439
$458K 0.03%
16,917
-13,074
440
$457K 0.03%
5,594
+308
441
$456K 0.03%
+23,100
442
$456K 0.03%
5,911
+3,345
443
$456K 0.03%
14,678
+4,648
444
$455K 0.03%
+3,618
445
$455K 0.03%
9,094
+158
446
$454K 0.03%
5,631
-258
447
$453K 0.03%
7,281
-244
448
$453K 0.03%
8,710
+1
449
$452K 0.03%
10,221
+683
450
$451K 0.03%
9,085
+8,475
16 17
18
19 20