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
1276
$42K ﹤0.01%
350
1277
$42K ﹤0.01%
1,211
-605
1278
$42K ﹤0.01%
404
+34
1279
$42K ﹤0.01%
522
+200
1280
$42K ﹤0.01%
+3,216
1281
$42K ﹤0.01%
+6,410
1282
$42K ﹤0.01%
1,976
-30
1283
$42K ﹤0.01%
2,024
1284
$41K ﹤0.01%
2,139
-576
1285
$41K ﹤0.01%
4,173
+3,392
1286
$41K ﹤0.01%
1,244
+270
1287
$41K ﹤0.01%
1,352
1288
$41K ﹤0.01%
195
+11
1289
$41K ﹤0.01%
2,133
+1,319
1290
$41K ﹤0.01%
65
-16
1291
$40K ﹤0.01%
1,049
+10
1292
$40K ﹤0.01%
1,035
+307
1293
$40K ﹤0.01%
467
1294
$40K ﹤0.01%
+1,648
1295
$40K ﹤0.01%
414
1296
$40K ﹤0.01%
671
+81
1297
$40K ﹤0.01%
812
-91
1298
$40K ﹤0.01%
791
-13
1299
$40K ﹤0.01%
172
-50
1300
$40K ﹤0.01%
3,114
50 51
52
53 54