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
751
$160K 0.01%
1,987
+8
752
$160K 0.01%
1,379
+14
753
$160K 0.01%
1,457
-143
754
$160K 0.01%
4,699
+2,124
755
$159K 0.01%
11,431
+10,648
756
$159K 0.01%
+7,179
757
$157K 0.01%
3,902
-14,297
758
$156K 0.01%
3,576
-3,534
759
$155K 0.01%
6,250
-1,400
760
$155K 0.01%
3,656
-462
761
$155K 0.01%
3,747
-412
762
$155K 0.01%
1,378
-17
763
$154K 0.01%
5,170
-2,257
764
$154K 0.01%
1,375
+480
765
$153K 0.01%
8,270
-872
766
$153K 0.01%
4,205
+307
767
$153K 0.01%
1,413
-600
768
$153K 0.01%
7,068
-841
769
$152K 0.01%
1,364
-39
770
$152K 0.01%
2,048
-7
771
$152K 0.01%
+6,064
772
$151K 0.01%
8,355
+629
773
$151K 0.01%
1,456
+96
774
$151K 0.01%
6,260
-99
775
$151K 0.01%
+3,793
29 30
31
32 33