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
1151
$61K ﹤0.01%
2,000
+323
1152
$61K ﹤0.01%
1,708
1153
$61K ﹤0.01%
1,220
1154
$61K ﹤0.01%
1,685
1155
$61K ﹤0.01%
1,501
-376
1156
$61K ﹤0.01%
2,411
+1,272
1157
$60K ﹤0.01%
1,751
+170
1158
$60K ﹤0.01%
951
1159
$59K ﹤0.01%
1,652
+2
1160
$59K ﹤0.01%
616
+201
1161
$59K ﹤0.01%
1,764
+1,064
1162
$59K ﹤0.01%
644
1163
$59K ﹤0.01%
89,251
+46,251
1164
$59K ﹤0.01%
3,403
+145
1165
$59K ﹤0.01%
824
+101
1166
$59K ﹤0.01%
310
-3
1167
$58K ﹤0.01%
1,499
+332
1168
$58K ﹤0.01%
4,500
1169
$58K ﹤0.01%
1,413
+132
1170
$58K ﹤0.01%
1,003
-911
1171
$58K ﹤0.01%
659
1172
$57K ﹤0.01%
545
+17
1173
$57K ﹤0.01%
79
+1
1174
$57K ﹤0.01%
2,380
+200
1175
$57K ﹤0.01%
1,630
-1,211
45 46
47
48 49