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
951
$100K 0.01%
2,507
+7
952
$99K 0.01%
1,832
-1,748
953
$99K 0.01%
5,791
+3,639
954
$99K 0.01%
10,000
+5,000
955
$99K 0.01%
411
+63
956
$99K 0.01%
3,904
+64
957
$98K 0.01%
416
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958
$98K 0.01%
9,375
-671
959
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1,920
960
$98K 0.01%
322
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961
$97K 0.01%
3,952
-35,683
962
$97K 0.01%
1,530
963
$97K 0.01%
589
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964
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4,221
+1,186
965
$96K 0.01%
1,256
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968
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969
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$95K 0.01%
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971
$95K 0.01%
21,926
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972
$94K 0.01%
346
+12
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$94K 0.01%
19,242
-3,922
974
$94K 0.01%
2,305
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975
$94K 0.01%
1,342
37 38
39
40 41