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
1176
$57K ﹤0.01%
1,299
-6
1177
$57K ﹤0.01%
2,200
+2,000
1178
$57K ﹤0.01%
1,463
+53
1179
$56K ﹤0.01%
6,231
-4,002
1180
$56K ﹤0.01%
2,046
-4,923
1181
$56K ﹤0.01%
1,205
+1,000
1182
$55K ﹤0.01%
1,634
-173
1183
$55K ﹤0.01%
+724
1184
$55K ﹤0.01%
+2,739
1185
$55K ﹤0.01%
1,033
-80
1186
$54K ﹤0.01%
796
1187
$54K ﹤0.01%
949
+80
1188
$54K ﹤0.01%
2,069
-495
1189
$54K ﹤0.01%
5,191
-2,537
1190
$54K ﹤0.01%
829
+109
1191
$54K ﹤0.01%
1,598
+358
1192
$54K ﹤0.01%
287
1193
$53K ﹤0.01%
857
1194
$53K ﹤0.01%
638
-299
1195
$53K ﹤0.01%
1,627
+3
1196
$53K ﹤0.01%
1,625
-20
1197
$53K ﹤0.01%
574
+112
1198
$53K ﹤0.01%
950
1199
$53K ﹤0.01%
1,012
+38
1200
$53K ﹤0.01%
1,536
+20
46 47
48
49 50