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
801
$141K 0.01%
3,487
802
$141K 0.01%
999
+654
803
$140K 0.01%
2,389
-1,765
804
$140K 0.01%
3,316
805
$140K 0.01%
4,252
+637
806
$139K 0.01%
3,625
+1,416
807
$139K 0.01%
1,006
-293
808
$139K 0.01%
1,656
-450
809
$139K 0.01%
1,583
-274
810
$137K 0.01%
1,703
-14
811
$137K 0.01%
+6,832
812
$137K 0.01%
5,461
+70
813
$136K 0.01%
747
+4
814
$136K 0.01%
1,058
-43
815
$135K 0.01%
4,782
-48
816
$135K 0.01%
8,625
+3,545
817
$134K 0.01%
2,642
-22
818
$134K 0.01%
+2,284
819
$133K 0.01%
3,711
-4
820
$133K 0.01%
4,512
821
$133K 0.01%
2,068
+659
822
$132K 0.01%
597
+83
823
$132K 0.01%
5,212
824
$132K 0.01%
1,326
+173
825
$132K 0.01%
2,635
+1,074
31 32
33
34 35