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
726
$174K 0.01%
6,535
+11
727
$173K 0.01%
2,628
728
$173K 0.01%
35,175
+5,901
729
$172K 0.01%
1,684
+30
730
$172K 0.01%
5,265
-400
731
$172K 0.01%
3,780
-355
732
$172K 0.01%
1,112
+1,037
733
$171K 0.01%
10,196
-90
734
$170K 0.01%
821
+419
735
$170K 0.01%
5,104
-785
736
$170K 0.01%
2,856
-1,103
737
$170K 0.01%
9,528
+44
738
$168K 0.01%
4,078
-370
739
$168K 0.01%
925
+464
740
$167K 0.01%
12,149
+2,323
741
$166K 0.01%
9,250
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742
$166K 0.01%
1,157
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743
$164K 0.01%
5,000
-5,000
744
$164K 0.01%
4,493
+461
745
$163K 0.01%
6,234
746
$163K 0.01%
1,119
-25
747
$162K 0.01%
2,785
+258
748
$162K 0.01%
3,769
+2,546
749
$161K 0.01%
1,324
-104
750
$160K 0.01%
4,061
+124
28 29
30
31 32