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
101
$3.19M 0.19%
87,330
+43,293
102
$3.16M 0.19%
21,437
+14,005
103
$3.15M 0.19%
14,892
+830
104
$3.14M 0.19%
62,666
+53,463
105
$3.13M 0.19%
148,598
-20,501
106
$3.13M 0.19%
91,736
-1,103
107
$3.12M 0.19%
52,112
+38,584
108
$3.11M 0.19%
8,625
+465
109
$3.08M 0.18%
25,433
+24
110
$3.06M 0.18%
13,524
+398
111
$3.01M 0.18%
34,337
+4,352
112
$2.98M 0.18%
161,589
-13,416
113
$2.97M 0.18%
32,364
+1,642
114
$2.96M 0.18%
62,551
-1,680
115
$2.92M 0.17%
47,101
+45,773
116
$2.92M 0.17%
67,533
+4,143
117
$2.86M 0.17%
199,128
+2,192
118
$2.82M 0.17%
20,362
+675
119
$2.8M 0.17%
106,472
+6,480
120
$2.79M 0.17%
22,213
-2,480
121
$2.77M 0.17%
90,539
+14,407
122
$2.76M 0.16%
13,985
+6,794
123
$2.74M 0.16%
185,830
+85,165
124
$2.73M 0.16%
50,837
-283
125
$2.7M 0.16%
24,432
+4,477
3 4
5
6 7