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
1076
$73K ﹤0.01%
1,750
-725
1077
$73K ﹤0.01%
2,571
+1,245
1078
$73K ﹤0.01%
940
-796
1079
$73K ﹤0.01%
8,304
1080
$72K ﹤0.01%
906
+10
1081
$72K ﹤0.01%
793
-64
1082
$72K ﹤0.01%
2,787
-288
1083
$72K ﹤0.01%
2,079
-261
1084
$72K ﹤0.01%
70
+11
1085
$72K ﹤0.01%
2,050
+1
1086
$72K ﹤0.01%
727
+63
1087
$72K ﹤0.01%
2,246
+766
1088
$71K ﹤0.01%
7,706
-3,697
1089
$71K ﹤0.01%
1,650
1090
$71K ﹤0.01%
1,327
-13
1091
$71K ﹤0.01%
+262
1092
$71K ﹤0.01%
691
1093
$70K ﹤0.01%
931
-101
1094
$70K ﹤0.01%
500
+55
1095
$70K ﹤0.01%
1,940
-404
1096
$70K ﹤0.01%
1,179
+2
1097
$70K ﹤0.01%
2,892
+78
1098
$70K ﹤0.01%
+926
1099
$69K ﹤0.01%
613
+183
1100
$69K ﹤0.01%
3,147
+552
42 43
44
45 46