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
626
$237K 0.01%
3,144
-1,500
627
$235K 0.01%
1,771
+183
628
$235K 0.01%
5,931
-182
629
$233K 0.01%
4,129
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630
$233K 0.01%
2,538
-282
631
$232K 0.01%
6,384
-1,612
632
$231K 0.01%
4,024
+102
633
$231K 0.01%
1,463
+163
634
$230K 0.01%
2,251
+1,285
635
$230K 0.01%
6,689
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636
$229K 0.01%
214
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637
$229K 0.01%
4,939
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638
$228K 0.01%
8,395
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639
$228K 0.01%
2,895
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640
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643
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8,373
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644
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605
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645
$225K 0.01%
4,730
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646
$224K 0.01%
2,967
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647
$224K 0.01%
133
+13
648
$224K 0.01%
960
-77
649
$224K 0.01%
8,470
+7,592
650
$223K 0.01%
6,764
-80
24 25
26
27 28