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
476
$403K 0.02%
10,146
+4,366
477
$403K 0.02%
15,609
+5
478
$400K 0.02%
12,871
-6,204
479
$400K 0.02%
3,615
+1,424
480
$395K 0.02%
14,760
-13,793
481
$393K 0.02%
7,267
+311
482
$393K 0.02%
7,642
+6,899
483
$392K 0.02%
8,308
+1,428
484
$388K 0.02%
7,921
+3,225
485
$387K 0.02%
19,786
+1,927
486
$387K 0.02%
1,208
+70
487
$386K 0.02%
8,394
-389
488
$385K 0.02%
9,500
-3,000
489
$384K 0.02%
9,094
-1,128
490
$382K 0.02%
9,360
+558
491
$381K 0.02%
11,590
-1,347
492
$380K 0.02%
6,996
+1,736
493
$379K 0.02%
2,241
-2,916
494
$378K 0.02%
13,472
495
$377K 0.02%
+14,520
496
$376K 0.02%
3,703
-84
497
$375K 0.02%
22,654
+2,596
498
$375K 0.02%
4,620
+694
499
$373K 0.02%
2,274
+324
500
$371K 0.02%
13,395
-3,794
18 19
20
21 22