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
2501
$1K ﹤0.01%
140
2502
$1K ﹤0.01%
61
2503
$1K ﹤0.01%
+42
2504
$1K ﹤0.01%
33
-11
2505
$1K ﹤0.01%
80
-6,000
2506
$1K ﹤0.01%
28
2507
$1K ﹤0.01%
1,077
2508
$1K ﹤0.01%
10
-9
2509
$1K ﹤0.01%
9
2510
$1K ﹤0.01%
9
2511
$1K ﹤0.01%
22
2512
$1K ﹤0.01%
40
-187
2513
$1K ﹤0.01%
+49
2514
$1K ﹤0.01%
22
2515
$1K ﹤0.01%
100
2516
$1K ﹤0.01%
39
2517
$1K ﹤0.01%
+93
2518
$1K ﹤0.01%
6
2519
$1K ﹤0.01%
8
2520
$1K ﹤0.01%
17
2521
$1K ﹤0.01%
43
2522
$1K ﹤0.01%
248
2523
$1K ﹤0.01%
400
2524
$1K ﹤0.01%
115
2525
$1K ﹤0.01%
2
99 100
101
102 103