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
776
$151K 0.01%
850
-280
777
$151K 0.01%
6,216
+2,104
778
$151K 0.01%
3,012
+88
779
$151K 0.01%
864
+471
780
$150K 0.01%
2,165
+757
781
$150K 0.01%
1,385
-5,977
782
$148K 0.01%
309
+27
783
$148K 0.01%
5,751
-1,962
784
$148K 0.01%
3,203
+1,029
785
$148K 0.01%
2,478
-3,200
786
$148K 0.01%
6,934
+52
787
$146K 0.01%
7,076
+2,736
788
$146K 0.01%
1,280
+9
789
$146K 0.01%
5,872
+994
790
$145K 0.01%
8,468
+344
791
$145K 0.01%
9,300
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792
$144K 0.01%
3,210
-350
793
$143K 0.01%
1,917
+581
794
$143K 0.01%
3,055
+72
795
$143K 0.01%
3,277
+97
796
$143K 0.01%
5,825
-1,456
797
$142K 0.01%
4,884
+425
798
$142K 0.01%
2,958
-24
799
$142K 0.01%
5,609
+1,075
800
$141K 0.01%
1,806
+972
30 31
32
33 34