IA
IFP Advisors Portfolio holdings
AUM
$3.52B
This Quarter Return
+18.5%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$1.26B
AUM Growth
+$1.26B
(+27%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
10.66%
Top 10 Holdings %
Top 10 Hldgs %
18.38%
Holding
6,981
New
249
Increased
938
Reduced
1,032
Closed
283
Top Buys
| 1 |
First Trust Capital Strength ETF
FTCS
|
$11.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$8.14M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$7.48M |
| 4 |
iShares Gold Trust
IAU
|
$6.64M |
| 5 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$6M |
Top Sells
Sector Composition
| 1 | Technology | 9.09% |
| 2 | Financials | 4.8% |
| 3 | Healthcare | 4.69% |
| 4 | Consumer Discretionary | 4.52% |
| 5 | Communication Services | 3.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4576
STAAR Surgical
STAA
$1.35B
| – | – |
0
| – | – |
|
4577
S&T Bancorp
STBA
$1.51B
| – | – |
0
| – | – |
|
4578
ProShares Ultra Utilities
UPW
$13M
| – | – |
0
| – | – |
|
4579
Upwork
UPWK
$2.18B
| – | – |
0
| – | – |
|
4580
iShares MSCI World ETF
URTH
$5.59B
| – | – |
0
| – | – |
|
|
ENDP
4581
DELISTED
Endo International plc
ENDP
| – | – |
0
| – | – |
|
|
LMPX
4582
DELISTED
LMP Automotive Holdings, Inc. Common Stock
LMPX
| – | – |
0
| – | – |
|