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
651
$223K 0.01%
4,338
+12
652
$222K 0.01%
23,681
-201
653
$222K 0.01%
5,325
+3,443
654
$221K 0.01%
10,585
+8,210
655
$219K 0.01%
2,233
+176
656
$219K 0.01%
2,344
+2,132
657
$219K 0.01%
5,602
-67
658
$216K 0.01%
906
-47
659
$215K 0.01%
2,316
+85
660
$215K 0.01%
7,618
+861
661
$214K 0.01%
4,440
662
$214K 0.01%
1,447
-39
663
$214K 0.01%
1,208
-31
664
$213K 0.01%
5,793
+152
665
$213K 0.01%
2,100
+72
666
$211K 0.01%
2,646
+74
667
$210K 0.01%
2,052
+331
668
$209K 0.01%
1,692
+1,015
669
$208K 0.01%
1,656
-18
670
$207K 0.01%
11,510
+7,910
671
$207K 0.01%
2,129
-17
672
$206K 0.01%
2,662
-372
673
$205K 0.01%
3,505
-191
674
$204K 0.01%
1,861
-110
675
$204K 0.01%
7,786
+191
25 26
27
28 29