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
676
$204K 0.01%
1,129
-233
677
$204K 0.01%
8,329
-321
678
$203K 0.01%
172
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679
$203K 0.01%
2,228
-25,863
680
$203K 0.01%
12,152
-37,464
681
$203K 0.01%
5,588
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682
$202K 0.01%
3,547
-1,501
683
$201K 0.01%
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-326
684
$201K 0.01%
7,281
685
$200K 0.01%
467
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686
$200K 0.01%
37,093
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687
$200K 0.01%
6,853
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688
$198K 0.01%
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-663
689
$198K 0.01%
6,660
-1,338
690
$197K 0.01%
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$196K 0.01%
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$196K 0.01%
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693
$194K 0.01%
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694
$194K 0.01%
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695
$194K 0.01%
3,246
-2,894
696
$193K 0.01%
5,284
-1,292
697
$193K 0.01%
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-140
698
$193K 0.01%
3,000
+500
699
$192K 0.01%
5,274
+1,330
700
$192K 0.01%
2,936
+175
26 27
28
29 30