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
526
$335K 0.02%
250
527
$334K 0.02%
16,753
-765
528
$332K 0.02%
6,636
+160
529
$331K 0.02%
3,697
+120
530
$327K 0.02%
8,098
-1,500
531
$327K 0.02%
2,741
+518
532
$327K 0.02%
1,389
+54
533
$324K 0.02%
10,455
-6,816
534
$324K 0.02%
12,436
-35
535
$324K 0.02%
2,724
+1,479
536
$322K 0.02%
5,012
+1,121
537
$319K 0.02%
9,237
+174
538
$318K 0.02%
13,550
-25,511
539
$317K 0.02%
5,127
+369
540
$316K 0.02%
11,966
541
$313K 0.02%
5,799
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542
$313K 0.02%
13,953
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543
$313K 0.02%
23,194
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544
$312K 0.02%
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-11
545
$312K 0.02%
5,247
-12,230
546
$310K 0.02%
10,141
+9,802
547
$310K 0.02%
6,413
-421
548
$310K 0.02%
10,578
+8,644
549
$310K 0.02%
2,983
-846
550
$309K 0.02%
7,635
-5
20 21
22
23 24