IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
7,567
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
1
$50M 2.99%
432,087
-3,769
2
$38.1M 2.27%
113,856
-3,155
3
$37.9M 2.26%
136,199
-9,162
4
$27.8M 1.66%
168,206
+106,077
5
$23.1M 1.38%
147,500
+13,660
6
$21.5M 1.28%
159,707
+60,556
7
$18.9M 1.13%
525,620
+205,142
8
$16.7M 1%
49,697
-5,774
9
$15.7M 0.94%
74,558
+1,317
10
$15M 0.9%
273,457
+200,879
11
$14.4M 0.86%
118,150
-63,059
12
$14.4M 0.86%
248,812
-52,852
13
$14.3M 0.85%
224,780
+187,469
14
$14.1M 0.84%
273,385
-113,419
15
$13.2M 0.79%
208,559
-45,213
16
$13M 0.78%
83,673
+39,424
17
$12.3M 0.74%
69,592
+14,037
18
$12.1M 0.72%
167,080
+15,120
19
$12M 0.71%
73,539
+14,736
20
$12M 0.71%
187,736
-37,238
21
$11.6M 0.69%
314,130
-3,865
22
$11.1M 0.66%
89,959
-2,564
23
$10.7M 0.64%
47,182
+5,197
24
$9.98M 0.6%
89,999
+6,819
25
$9.67M 0.58%
81,959
+19,919
1
2 3 4 5