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
1201
$53K ﹤0.01%
1,635
+24
1202
$53K ﹤0.01%
4,700
1203
$53K ﹤0.01%
1,100
1204
$52K ﹤0.01%
+3,897
1205
$52K ﹤0.01%
139
+18
1206
$52K ﹤0.01%
911
+155
1207
$51K ﹤0.01%
301
+276
1208
$51K ﹤0.01%
749
-145
1209
$51K ﹤0.01%
366
1210
$51K ﹤0.01%
168
-111
1211
$51K ﹤0.01%
976
+105
1212
$51K ﹤0.01%
40,000
+15,000
1213
$51K ﹤0.01%
1,363
-16
1214
$51K ﹤0.01%
+1,879
1215
$51K ﹤0.01%
2,265
1216
$51K ﹤0.01%
5,957
-168
1217
$51K ﹤0.01%
321
+27
1218
$50K ﹤0.01%
1,315
-12
1219
$50K ﹤0.01%
1,104
+61
1220
$50K ﹤0.01%
894
1221
$50K ﹤0.01%
1,662
+9
1222
$50K ﹤0.01%
1,050
1223
$50K ﹤0.01%
1,795
-111
1224
$50K ﹤0.01%
+1,909
1225
$50K ﹤0.01%
2,361
-47
47 48
49
50 51