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
926
$104K 0.01%
8,984
+1,122
927
$104K 0.01%
5,315
928
$103K 0.01%
272
+19
929
$103K 0.01%
+6,992
930
$103K 0.01%
+4,002
931
$103K 0.01%
+3,788
932
$102K 0.01%
10,539
-7,000
933
$102K 0.01%
983
-85
934
$102K 0.01%
19,200
935
$102K 0.01%
4,129
-6
936
$101K 0.01%
2,392
-184
937
$101K 0.01%
1,204
+60
938
$101K 0.01%
2,552
+1,398
939
$101K 0.01%
+1,900
940
$101K 0.01%
104
941
$101K 0.01%
5,888
+175
942
$101K 0.01%
181
+19
943
$101K 0.01%
2,510
+2,250
944
$101K 0.01%
4,976
-502
945
$101K 0.01%
2,561
-19
946
$101K 0.01%
14,732
-1,741
947
$100K 0.01%
3,937
+230
948
$100K 0.01%
1,025
+73
949
$100K 0.01%
2,476
+238
950
$100K 0.01%
1,039
+154
36 37
38
39 40