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
1101
$69K ﹤0.01%
1,220
1102
$69K ﹤0.01%
1,330
-293
1103
$69K ﹤0.01%
1,987
-3,123
1104
$69K ﹤0.01%
1,420
+1,122
1105
$68K ﹤0.01%
1,460
1106
$68K ﹤0.01%
1,519
+55
1107
$68K ﹤0.01%
821
+190
1108
$68K ﹤0.01%
+500
1109
$68K ﹤0.01%
190
+31
1110
$67K ﹤0.01%
1,312
+130
1111
$67K ﹤0.01%
1,819
1112
$67K ﹤0.01%
685
-17
1113
$67K ﹤0.01%
141
+2
1114
$67K ﹤0.01%
2,437
1115
$66K ﹤0.01%
3,092
-2,753
1116
$66K ﹤0.01%
1,806
+164
1117
$66K ﹤0.01%
1,804
+1,075
1118
$66K ﹤0.01%
465
+88
1119
$66K ﹤0.01%
2,407
+43
1120
$66K ﹤0.01%
900
-74
1121
$66K ﹤0.01%
85
-2
1122
$65K ﹤0.01%
1,615
1123
$65K ﹤0.01%
300
-51
1124
$65K ﹤0.01%
9,661
+8,719
1125
$65K ﹤0.01%
1,597
-7
43 44
45
46 47