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
1051
$79K ﹤0.01%
1,755
+11
1052
$79K ﹤0.01%
817
-24
1053
$78K ﹤0.01%
723
-11
1054
$78K ﹤0.01%
1,763
-13,412
1055
$78K ﹤0.01%
1,389
+76
1056
$78K ﹤0.01%
310
-50
1057
$77K ﹤0.01%
2,031
-28,960
1058
$77K ﹤0.01%
2,850
-464
1059
$77K ﹤0.01%
1,482
+64
1060
$77K ﹤0.01%
3,005
1061
$77K ﹤0.01%
4,360
-5,174
1062
$77K ﹤0.01%
832
+261
1063
$77K ﹤0.01%
3,449
+42
1064
$77K ﹤0.01%
+200
1065
$76K ﹤0.01%
1,005
+27
1066
$76K ﹤0.01%
2,822
+2,768
1067
$76K ﹤0.01%
2,869
+8
1068
$76K ﹤0.01%
2,000
1069
$75K ﹤0.01%
2,780
-20,685
1070
$75K ﹤0.01%
2,869
+219
1071
$75K ﹤0.01%
920
+190
1072
$75K ﹤0.01%
1,200
-400
1073
$75K ﹤0.01%
567
-350
1074
$74K ﹤0.01%
316
-367
1075
$74K ﹤0.01%
350
+11
41 42
43
44 45