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
4201
– –
0
4202
– –
0
4203
– –
0
4204
– –
0
4205
– –
0
4206
– –
0
4207
– –
0
4208
– –
0
4209
– –
0
4210
– –
-5,000
4211
– –
0
4212
– –
0
4213
– –
0
4214
– –
0
4215
$0 ﹤0.01%
5
4216
– –
0
4217
– –
-450
4218
– –
0
4219
– –
0
4220
– –
0
4221
– –
0
4222
– –
0
4223
– –
0
4224
– –
0
4225
$0 ﹤0.01%
+7
167 168
169
170 171