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
2526
$1K ﹤0.01%
132
-1
2527
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25
2528
$1K ﹤0.01%
370
2529
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10
2530
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+78
2531
$1K ﹤0.01%
35
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2532
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36
2533
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37
2534
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36
2535
$1K ﹤0.01%
83
2536
$1K ﹤0.01%
267
2537
$1K ﹤0.01%
+10
2538
$1K ﹤0.01%
28
-56
2539
$1K ﹤0.01%
243
2540
$1K ﹤0.01%
25
2541
$1K ﹤0.01%
77
-30
2542
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29
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2543
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2544
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27
2545
$1K ﹤0.01%
119
2546
$1K ﹤0.01%
21
2547
$1K ﹤0.01%
32
2548
$1K ﹤0.01%
125
+25
2549
$1K ﹤0.01%
+35
2550
$1K ﹤0.01%
100
100 101
102
103 104