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
1026
$82K ﹤0.01%
2,024
+415
1027
$82K ﹤0.01%
238
-4
1028
$82K ﹤0.01%
7,332
1029
$82K ﹤0.01%
3,780
+46
1030
$81K ﹤0.01%
251
+14
1031
$81K ﹤0.01%
1,715
+158
1032
$81K ﹤0.01%
1,646
+1,276
1033
$81K ﹤0.01%
+636
1034
$81K ﹤0.01%
4,885
-8,197
1035
$81K ﹤0.01%
+2,628
1036
$81K ﹤0.01%
1,892
+577
1037
$81K ﹤0.01%
+1,358
1038
$81K ﹤0.01%
1,284
1039
$80K ﹤0.01%
362
-25
1040
$80K ﹤0.01%
1,256
-44
1041
$80K ﹤0.01%
2,887
-26
1042
$80K ﹤0.01%
1,484
-42,005
1043
$80K ﹤0.01%
4,176
+350
1044
$79K ﹤0.01%
1,725
+51
1045
$79K ﹤0.01%
879
-41
1046
$79K ﹤0.01%
2,108
1047
$79K ﹤0.01%
1,372
+88
1048
$79K ﹤0.01%
2,100
1049
$79K ﹤0.01%
1,430
-46,702
1050
$79K ﹤0.01%
4,285
-20,307
40 41
42
43 44