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
1001
$90K 0.01%
5,880
-853
1002
$90K 0.01%
681
-854
1003
$90K 0.01%
3,513
+2,632
1004
$90K 0.01%
1,758
-6,210
1005
$89K 0.01%
2,572
+1,143
1006
$89K 0.01%
941
+199
1007
$88K 0.01%
2,614
1008
$88K 0.01%
13,738
1009
$88K 0.01%
2,374
+697
1010
$88K 0.01%
685
-269
1011
$87K 0.01%
7,956
+1,492
1012
$86K 0.01%
2,358
+2
1013
$86K 0.01%
1,520
+334
1014
$86K 0.01%
+849
1015
$86K 0.01%
639
-72
1016
$85K 0.01%
3,928
+1,275
1017
$85K 0.01%
5,519
+468
1018
$84K 0.01%
+3,600
1019
$84K 0.01%
2,433
+1,180
1020
$84K 0.01%
5,417
-500
1021
$84K 0.01%
897
+40
1022
$84K 0.01%
665
+32
1023
$83K 0.01%
6,049
-2,044
1024
$83K 0.01%
+665
1025
$83K 0.01%
4,174
-420
39 40
41
42 43