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
51
$5.85M 0.35%
435,780
-88,236
52
$5.83M 0.35%
60,499
+1,749
53
$5.81M 0.35%
69,280
+47,373
54
$5.77M 0.34%
67,218
-2,192
55
$5.77M 0.34%
68,751
-2,777
56
$5.77M 0.34%
33,860
-6,652
57
$5.74M 0.34%
182,853
+23,980
58
$5.72M 0.34%
144,988
+1,967
59
$5.51M 0.33%
106,504
+12,403
60
$5.24M 0.31%
59,403
-301
61
$5.12M 0.31%
11,598
+527
62
$4.98M 0.3%
+156,347
63
$4.97M 0.3%
57,456
+24,874
64
$4.95M 0.3%
83,265
+7,534
65
$4.92M 0.29%
15,970
+2,908
66
$4.82M 0.29%
66,220
+16,140
67
$4.76M 0.28%
51,781
+34,191
68
$4.65M 0.28%
133,266
+8,726
69
$4.63M 0.28%
16,671
-2,726
70
$4.55M 0.27%
24,590
+5,074
71
$4.51M 0.27%
164,293
+4,115
72
$4.32M 0.26%
71,890
+1,965
73
$4.29M 0.26%
30,807
+2,006
74
$4.28M 0.26%
26,057
+1,417
75
$4.21M 0.25%
149,991
+10,294
1 2
3
4 5