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
851
$124K 0.01%
1,706
-100
852
$124K 0.01%
+6,560
853
$124K 0.01%
4,571
+325
854
$123K 0.01%
1,839
-34
855
$123K 0.01%
2,421
+296
856
$123K 0.01%
6,415
857
$123K 0.01%
4,340
-4,865
858
$123K 0.01%
13,693
-4,652
859
$123K 0.01%
3,258
860
$123K 0.01%
2,361
-116
861
$123K 0.01%
1,073
+292
862
$122K 0.01%
1,663
-5,852
863
$121K 0.01%
19
+6
864
$121K 0.01%
1,540
+309
865
$120K 0.01%
1,276
+74
866
$120K 0.01%
1,891
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867
$120K 0.01%
1,282
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868
$119K 0.01%
695
869
$119K 0.01%
1,494
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870
$118K 0.01%
+1,063
871
$117K 0.01%
1,980
+46
872
$116K 0.01%
1,792
-9
873
$116K 0.01%
+846
874
$116K 0.01%
2,110
+767
875
$116K 0.01%
2,371
+2
33 34
35
36 37