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
176
$1.87M 0.11%
22,810
+12,491
177
$1.87M 0.11%
13,334
-26
178
$1.84M 0.11%
58,998
+58,954
179
$1.84M 0.11%
+1,127
180
$1.83M 0.11%
69,750
+500
181
$1.82M 0.11%
8,386
-4,341
182
$1.8M 0.11%
54,362
-83
183
$1.8M 0.11%
14,184
-4,452
184
$1.78M 0.11%
24,781
+3,808
185
$1.78M 0.11%
16,170
-347
186
$1.77M 0.11%
97,734
+92,068
187
$1.75M 0.1%
57,223
+1,886
188
$1.75M 0.1%
62,137
-1,118
189
$1.74M 0.1%
5,612
+1,207
190
$1.72M 0.1%
10,915
-324
191
$1.7M 0.1%
19,185
+523
192
$1.69M 0.1%
43,741
-20,879
193
$1.69M 0.1%
10,201
-246
194
$1.68M 0.1%
24,543
-4,556
195
$1.67M 0.1%
1,119
-20
196
$1.66M 0.1%
7,122
+2,817
197
$1.65M 0.1%
5,948
+4,554
198
$1.65M 0.1%
6,507
+600
199
$1.63M 0.1%
14,506
+2,788
200
$1.63M 0.1%
9,546
+7,966
6 7
8
9 10