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
1226
$50K ﹤0.01%
2,329
-289
1227
$49K ﹤0.01%
+83
1228
$49K ﹤0.01%
1,659
1229
$49K ﹤0.01%
485
-200
1230
$49K ﹤0.01%
1,772
+1,253
1231
$48K ﹤0.01%
1,650
1232
$48K ﹤0.01%
912
+100
1233
$48K ﹤0.01%
2,260
+11
1234
$48K ﹤0.01%
1,750
1235
$48K ﹤0.01%
986
-580
1236
$48K ﹤0.01%
4,355
-505
1237
$48K ﹤0.01%
+4,544
1238
$47K ﹤0.01%
+2,000
1239
$47K ﹤0.01%
2,631
-435
1240
$47K ﹤0.01%
1,171
+221
1241
$47K ﹤0.01%
3,519
-310
1242
$47K ﹤0.01%
122
+32
1243
$46K ﹤0.01%
10,000
1244
$46K ﹤0.01%
1,353
+787
1245
$46K ﹤0.01%
1,154
-36
1246
$46K ﹤0.01%
1,178
-2,250
1247
$46K ﹤0.01%
693
-18
1248
$46K ﹤0.01%
2,475
-200
1249
$46K ﹤0.01%
1,807
+300
1250
$45K ﹤0.01%
974
-46
48 49
50
51 52