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
201
$1.63M 0.1%
34,942
+9,456
202
$1.62M 0.1%
20,510
+1,561
203
$1.62M 0.1%
9,781
+2,546
204
$1.61M 0.1%
74,455
+800
205
$1.59M 0.09%
31,440
+20,583
206
$1.56M 0.09%
15,070
+578
207
$1.56M 0.09%
14,717
-2,050
208
$1.52M 0.09%
10,278
-283
209
$1.51M 0.09%
42,346
+12,716
210
$1.5M 0.09%
25,270
+266
211
$1.49M 0.09%
55,712
+4,216
212
$1.47M 0.09%
25,041
-1,874
213
$1.47M 0.09%
33,057
+498
214
$1.47M 0.09%
148,124
-16,128
215
$1.47M 0.09%
18,626
-1,855
216
$1.46M 0.09%
35,919
+28,805
217
$1.46M 0.09%
35,690
-5,876
218
$1.46M 0.09%
26,105
+8,512
219
$1.45M 0.09%
26,976
+100
220
$1.44M 0.09%
19,311
-2,089
221
$1.44M 0.09%
6,549
+518
222
$1.43M 0.09%
43,272
+36,114
223
$1.42M 0.08%
82,558
-11,917
224
$1.38M 0.08%
14,686
+607
225
$1.37M 0.08%
6,851
+556
7 8
9
10 11