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
451
$448K 0.03%
17,241
-891
452
$445K 0.03%
21,238
+20,939
453
$443K 0.03%
7,968
+980
454
$442K 0.03%
6,178
-2
455
$436K 0.03%
15,770
+11,514
456
$435K 0.03%
11,891
+1,980
457
$433K 0.03%
4,498
+487
458
$431K 0.03%
+11,820
459
$430K 0.03%
+13,904
460
$429K 0.03%
2,231
-399
461
$429K 0.03%
+19,280
462
$429K 0.03%
2,947
+17
463
$428K 0.03%
8,700
+254
464
$427K 0.03%
18,520
+2,913
465
$426K 0.03%
10,605
+2,379
466
$425K 0.03%
6,497
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467
$425K 0.03%
20,507
+19,290
468
$425K 0.03%
4,169
-312
469
$423K 0.03%
7,325
-91
470
$417K 0.02%
21,810
+920
471
$416K 0.02%
17,780
-3,115
472
$413K 0.02%
7,579
+2,291
473
$404K 0.02%
8,162
+353
474
$404K 0.02%
16,042
-8,414
475
$404K 0.02%
18,911
+292
17 18
19
20 21