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
601
$256K 0.02%
1,633
+192
602
$255K 0.02%
5,032
+183
603
$255K 0.02%
3,234
+2,743
604
$255K 0.02%
5,085
-1,636
605
$254K 0.02%
13,118
+581
606
$253K 0.02%
3,056
-432
607
$251K 0.02%
10,104
+42
608
$250K 0.01%
4,906
-850
609
$250K 0.01%
3,127
+26
610
$249K 0.01%
6,054
+543
611
$249K 0.01%
4,115
+240
612
$248K 0.01%
4,516
+384
613
$248K 0.01%
11,242
+173
614
$247K 0.01%
4,854
+1,109
615
$246K 0.01%
4,180
-1,132
616
$244K 0.01%
6,296
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617
$244K 0.01%
13,778
+1,115
618
$244K 0.01%
12,348
+8,794
619
$243K 0.01%
3,040
-593
620
$242K 0.01%
30,349
+111
621
$240K 0.01%
15,421
+5,481
622
$240K 0.01%
12,590
-694
623
$239K 0.01%
2,069
-256
624
$239K 0.01%
3,892
+345
625
$237K 0.01%
1,595
+65
23 24
25
26 27