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
826
$131K 0.01%
1,119
+28
827
$131K 0.01%
1,822
+1,740
828
$131K 0.01%
21,525
-2,666
829
$131K 0.01%
4,298
-26
830
$131K 0.01%
3,312
831
$131K 0.01%
678
-4
832
$131K 0.01%
652
-453
833
$131K 0.01%
5,343
-701
834
$130K 0.01%
3,492
+3,210
835
$130K 0.01%
3,014
-48
836
$129K 0.01%
593
+190
837
$129K 0.01%
1,875
-14,248
838
$129K 0.01%
8,174
-280
839
$129K 0.01%
2,702
-68
840
$129K 0.01%
4,198
841
$128K 0.01%
645
-245
842
$128K 0.01%
24,857
+166
843
$127K 0.01%
5,836
+233
844
$126K 0.01%
6,590
-904
845
$126K 0.01%
2,778
+2,710
846
$126K 0.01%
5,781
+57
847
$125K 0.01%
2,194
+1,897
848
$125K 0.01%
3,762
+217
849
$124K 0.01%
1,156
-77
850
$124K 0.01%
6,521
+3
32 33
34
35 36