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
76
$4.16M 0.25%
69,965
+60,226
77
$4.12M 0.25%
25,161
+956
78
$4.1M 0.25%
68,076
+3,684
79
$4.06M 0.24%
58,560
+2,140
80
$4.05M 0.24%
80,165
+50,587
81
$4.05M 0.24%
13,771
+320
82
$4.01M 0.24%
21,282
+1,501
83
$3.98M 0.24%
184,511
-1,385
84
$3.97M 0.24%
47,866
+31,813
85
$3.93M 0.23%
16,320
+773
86
$3.82M 0.23%
72,281
+11,402
87
$3.8M 0.23%
55,771
-3,383
88
$3.64M 0.22%
60,722
+30,028
89
$3.64M 0.22%
46,892
+2,027
90
$3.6M 0.21%
128,920
+15,529
91
$3.46M 0.21%
7,099
+289
92
$3.41M 0.2%
250,960
+60,080
93
$3.4M 0.2%
29,323
-2,184
94
$3.38M 0.2%
10,860
+455
95
$3.38M 0.2%
20,439
+561
96
$3.37M 0.2%
62,980
+41,020
97
$3.31M 0.2%
70,755
+31,872
98
$3.26M 0.19%
187,767
+28,251
99
$3.24M 0.19%
14,755
+558
100
$3.22M 0.19%
68,976
+1,422
2 3
4
5 6