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
701
$192K 0.01%
3,448
+302
702
$192K 0.01%
7,078
-1,172
703
$189K 0.01%
1,244
+233
704
$187K 0.01%
2,483
+175
705
$186K 0.01%
2,516
-1,113
706
$186K 0.01%
1,973
-268
707
$186K 0.01%
6,714
708
$186K 0.01%
2,169
+2,071
709
$185K 0.01%
3,318
+2,501
710
$185K 0.01%
2,804
+349
711
$184K 0.01%
575
712
$182K 0.01%
515
+1
713
$182K 0.01%
1,942
+114
714
$181K 0.01%
2,838
-135
715
$181K 0.01%
2,930
-490
716
$181K 0.01%
5,399
+4,031
717
$180K 0.01%
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-258
718
$178K 0.01%
3,069
+18
719
$177K 0.01%
14,341
+4,136
720
$177K 0.01%
1,813
-17
721
$177K 0.01%
927
+543
722
$176K 0.01%
6,985
+798
723
$176K 0.01%
7,292
+7,253
724
$176K 0.01%
3,310
-470
725
$175K 0.01%
1,487
-321
27 28
29
30 31