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
1126
$65K ﹤0.01%
9,722
1127
$64K ﹤0.01%
608
-355
1128
$64K ﹤0.01%
1,082
1129
$64K ﹤0.01%
2,634
-152
1130
$64K ﹤0.01%
456
+327
1131
$64K ﹤0.01%
397
-102
1132
$64K ﹤0.01%
1,594
+458
1133
$64K ﹤0.01%
971
1134
$64K ﹤0.01%
994
+347
1135
$64K ﹤0.01%
4,773
+518
1136
$64K ﹤0.01%
494
1137
$64K ﹤0.01%
+41
1138
$64K ﹤0.01%
1,051
1139
$64K ﹤0.01%
451
-1,685
1140
$63K ﹤0.01%
817
1141
$63K ﹤0.01%
728
1142
$63K ﹤0.01%
700
+364
1143
$63K ﹤0.01%
941
+35
1144
$63K ﹤0.01%
1,955
1145
$62K ﹤0.01%
2,030
-66
1146
$62K ﹤0.01%
207
+52
1147
$62K ﹤0.01%
1,078
+120
1148
$62K ﹤0.01%
1,016
-397
1149
$62K ﹤0.01%
292
+1
1150
$62K ﹤0.01%
2,432
-1,000
44 45
46
47 48