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
976
$94K 0.01%
1,200
-8
977
$93K 0.01%
858
-1,221
978
$93K 0.01%
1,930
979
$93K 0.01%
1,587
+48
980
$93K 0.01%
4,128
-8,843
981
$93K 0.01%
957
+202
982
$92K 0.01%
4,220
-54,548
983
$92K 0.01%
9,213
+963
984
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897
985
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557
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986
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-8,534
987
$92K 0.01%
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988
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989
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+2,955
990
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996
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$91K 0.01%
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998
$91K 0.01%
863
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999
$90K 0.01%
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-1,630
1000
$90K 0.01%
1,996
+24
38 39
40
41 42