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
151
$2.21M 0.13%
141,028
-6,670
152
$2.21M 0.13%
57,489
+1,860
153
$2.2M 0.13%
91,408
-2,847
154
$2.2M 0.13%
17,693
+391
155
$2.19M 0.13%
55,949
-8,212
156
$2.19M 0.13%
27,087
+3,434
157
$2.19M 0.13%
46,194
+23,654
158
$2.19M 0.13%
11,104
+677
159
$2.18M 0.13%
84,583
+5,162
160
$2.18M 0.13%
79,040
+40,864
161
$2.16M 0.13%
6,527
+1,531
162
$2.09M 0.12%
27,407
+7,154
163
$2.05M 0.12%
70,113
+11,886
164
$2.04M 0.12%
44,053
+422
165
$2M 0.12%
32,466
+1,217
166
$2M 0.12%
31,583
+2,678
167
$1.99M 0.12%
9,490
+379
168
$1.95M 0.12%
15,110
-1,400
169
$1.93M 0.12%
17,164
+1,014
170
$1.91M 0.11%
6,747
+534
171
$1.91M 0.11%
25,393
+775
172
$1.91M 0.11%
17,279
-24,660
173
$1.9M 0.11%
67,658
+40,666
174
$1.88M 0.11%
32,203
-2,489
175
$1.87M 0.11%
22,961
+8,849
5 6
7
8 9