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
3726
– –
0
3727
– –
0
3728
– –
0
3729
– –
0
3730
– –
0
3731
– –
0
3732
– –
0
3733
– –
0
3734
$0 ﹤0.01%
150
3735
– –
0
3736
– –
0
3737
– –
0
3738
– –
0
3739
$0 ﹤0.01%
+15
3740
– –
0
3741
– –
0
3742
– –
0
3743
– –
0
3744
– –
0
3745
– –
0
3746
– –
0
3747
– –
-2
3748
– –
0
3749
– –
0
3750
– –
0
148 149
150
151 152