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
26
$9.55M 0.57%
81,799
+59,413
27
$9.49M 0.57%
44,546
+1,561
28
$9.43M 0.56%
87,305
-3,872
29
$9.34M 0.56%
123,780
-25,050
30
$9.06M 0.54%
45,294
-866
31
$8.94M 0.53%
108,120
+16,917
32
$8.93M 0.53%
484,512
+255
33
$8.49M 0.51%
83,283
+26,940
34
$8.48M 0.51%
171,182
+25,985
35
$8.35M 0.5%
286,051
+55,761
36
$8.28M 0.49%
384,402
-440
37
$7.95M 0.47%
53,544
+3,832
38
$7.74M 0.46%
582,822
-36,678
39
$7.61M 0.45%
149,874
+56,077
40
$7.45M 0.45%
148,504
-13,188
41
$7.22M 0.43%
183,748
+58,277
42
$7M 0.42%
127,409
+2,910
43
$6.97M 0.42%
20,692
-2,223
44
$6.81M 0.41%
96,963
+20,133
45
$6.62M 0.4%
25,338
+1,512
46
$6.55M 0.39%
43,842
+371
47
$6.52M 0.39%
50,664
-1,225
48
$6.09M 0.36%
75,281
+2,246
49
$6.07M 0.36%
17,108
+264
50
$5.88M 0.35%
109,180
+28,798
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