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
551
$308K 0.02%
2,247
+730
552
$306K 0.02%
+12,064
553
$306K 0.02%
12,612
+3,205
554
$303K 0.02%
5,889
+285
555
$302K 0.02%
7,913
-1,207
556
$302K 0.02%
5,090
-338
557
$301K 0.02%
10,472
+308
558
$300K 0.02%
3,612
+18
559
$298K 0.02%
2,602
-7,430
560
$298K 0.02%
+3,526
561
$298K 0.02%
4,687
+1,293
562
$297K 0.02%
1,751
+14
563
$294K 0.02%
5,335
-201
564
$293K 0.02%
1,497
-70
565
$293K 0.02%
2,900
-3,180
566
$292K 0.02%
10,486
-985
567
$292K 0.02%
23,718
+1,112
568
$289K 0.02%
5,911
-762
569
$288K 0.02%
13,720
-529
570
$286K 0.02%
1,329
+619
571
$286K 0.02%
18,279
+4,900
572
$285K 0.02%
6,961
+403
573
$282K 0.02%
2,926
+451
574
$280K 0.02%
3,452
+108
575
$279K 0.02%
1,667
-440
21 22
23
24 25