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
901
$111K 0.01%
1,175
+1,001
902
$110K 0.01%
2,240
-1,708
903
$110K 0.01%
1,423
+289
904
$109K 0.01%
1,648
905
$109K 0.01%
1,144
+1,093
906
$109K 0.01%
110
+4
907
$109K 0.01%
1,202
908
$109K 0.01%
561
+43
909
$109K 0.01%
4,925
-113
910
$109K 0.01%
2,422
+2,337
911
$108K 0.01%
12,087
912
$108K 0.01%
2,618
913
$107K 0.01%
2,624
914
$107K 0.01%
3,100
915
$107K 0.01%
1,935
-543
916
$107K 0.01%
1,291
+61
917
$106K 0.01%
1,885
+9
918
$106K 0.01%
1,414
+429
919
$106K 0.01%
450
-3,412
920
$106K 0.01%
+1,900
921
$106K 0.01%
1,243
+1,181
922
$105K 0.01%
2,612
-53
923
$105K 0.01%
1,767
-24
924
$105K 0.01%
6,705
925
$104K 0.01%
2,230
35 36
37
38 39