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
501
$370K 0.02%
9,613
+710
502
$366K 0.02%
9,005
+4,938
503
$365K 0.02%
13,355
504
$362K 0.02%
13,390
-5,313
505
$362K 0.02%
1,981
-5
506
$361K 0.02%
9,609
-3,544
507
$357K 0.02%
7,265
+1,157
508
$355K 0.02%
3,870
-7,717
509
$355K 0.02%
6,642
+4,944
510
$354K 0.02%
14,220
-6,569
511
$353K 0.02%
915
+25
512
$353K 0.02%
12,286
-1,167
513
$351K 0.02%
6,761
+2,056
514
$350K 0.02%
2,209
+504
515
$350K 0.02%
5,635
-5,854
516
$349K 0.02%
12,868
-22,355
517
$348K 0.02%
6,333
+2,752
518
$348K 0.02%
4,529
-248
519
$348K 0.02%
3,580
+68
520
$348K 0.02%
5,701
-1,715
521
$348K 0.02%
7,171
+559
522
$347K 0.02%
11,649
-14,311
523
$341K 0.02%
14,480
-710
524
$337K 0.02%
2,884
+712
525
$335K 0.02%
10,167
-382
19 20
21
22 23