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
576
$279K 0.02%
2,757
+321
577
$277K 0.02%
9,735
+460
578
$273K 0.02%
1,277
+31
579
$273K 0.02%
976
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$272K 0.02%
5,003
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581
$269K 0.02%
4,663
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582
$269K 0.02%
10,375
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583
$268K 0.02%
8,480
584
$267K 0.02%
3,679
+1,599
585
$266K 0.02%
5,111
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586
$266K 0.02%
2,133
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587
$265K 0.02%
1,630
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588
$264K 0.02%
1,783
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589
$262K 0.02%
16,795
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590
$261K 0.02%
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591
$260K 0.02%
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593
$260K 0.02%
3,242
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595
$259K 0.02%
6,530
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596
$258K 0.02%
9,031
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597
$257K 0.02%
8,442
+8,062
598
$257K 0.02%
4,033
-1,070
599
$256K 0.02%
1,817
-51
600
$256K 0.02%
9,640
22 23
24
25 26