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
126
$2.64M 0.16%
27,886
-2,426
127
$2.64M 0.16%
80,659
+3,693
128
$2.63M 0.16%
48,203
+1,509
129
$2.62M 0.16%
25,034
+1,153
130
$2.61M 0.16%
58,187
-27,691
131
$2.59M 0.15%
95,205
+57,723
132
$2.58M 0.15%
49,403
-1,254
133
$2.54M 0.15%
28,152
+11,747
134
$2.53M 0.15%
37,586
+707
135
$2.53M 0.15%
46,611
-2,137
136
$2.51M 0.15%
+81,913
137
$2.51M 0.15%
41,876
-33,054
138
$2.5M 0.15%
+83,612
139
$2.5M 0.15%
+50,140
140
$2.49M 0.15%
19,059
+1,416
141
$2.47M 0.15%
7,554
+939
142
$2.45M 0.15%
30,353
+6,540
143
$2.44M 0.15%
10,903
+1,741
144
$2.37M 0.14%
47,952
-16,588
145
$2.33M 0.14%
21,499
-6,313
146
$2.32M 0.14%
14,805
-584
147
$2.32M 0.14%
63,821
+165
148
$2.3M 0.14%
20,386
+1,281
149
$2.27M 0.14%
5,915
+158
150
$2.24M 0.13%
63,232
+60,073
4 5
6
7 8