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
1251
$45K ﹤0.01%
1,154
+1,104
1252
$45K ﹤0.01%
1,614
+144
1253
$45K ﹤0.01%
4,160
-56
1254
$45K ﹤0.01%
860
-2,275
1255
$44K ﹤0.01%
2,154
+27
1256
$44K ﹤0.01%
425
1257
$44K ﹤0.01%
679
+1
1258
$44K ﹤0.01%
2,196
+755
1259
$44K ﹤0.01%
4,584
-2,327
1260
$44K ﹤0.01%
3,796
-49
1261
$44K ﹤0.01%
2,892
1262
$44K ﹤0.01%
1,207
-480
1263
$44K ﹤0.01%
2,000
-399
1264
$44K ﹤0.01%
1,022
+8
1265
$44K ﹤0.01%
10,278
-243
1266
$43K ﹤0.01%
2,440
+707
1267
$43K ﹤0.01%
520
1268
$43K ﹤0.01%
+853
1269
$43K ﹤0.01%
1,115
-18
1270
$43K ﹤0.01%
+803
1271
$43K ﹤0.01%
390
+102
1272
$43K ﹤0.01%
450
1273
$43K ﹤0.01%
792
1274
$43K ﹤0.01%
899
-207
1275
$43K ﹤0.01%
1,203
-281
49 50
51
52 53