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
1301
$39K ﹤0.01%
1,173
+24
1302
$39K ﹤0.01%
29,787
+6,265
1303
$39K ﹤0.01%
10,898
-131,078
1304
$39K ﹤0.01%
4,900
-1,574
1305
$39K ﹤0.01%
1,584
-51
1306
$39K ﹤0.01%
188
1307
$39K ﹤0.01%
278
-57
1308
$38K ﹤0.01%
500
1309
$38K ﹤0.01%
1,020
-506
1310
$38K ﹤0.01%
2,100
1311
$38K ﹤0.01%
+2,155
1312
$38K ﹤0.01%
825
1313
$38K ﹤0.01%
550
1314
$37K ﹤0.01%
70
+8
1315
$37K ﹤0.01%
943
-42
1316
$37K ﹤0.01%
368
-5
1317
$37K ﹤0.01%
500
1318
$37K ﹤0.01%
1,755
+199
1319
$37K ﹤0.01%
397
+353
1320
$37K ﹤0.01%
370
1321
$37K ﹤0.01%
338
+189
1322
$37K ﹤0.01%
1,285
+5
1323
$36K ﹤0.01%
5,118
-1,151
1324
$36K ﹤0.01%
459
+430
1325
$36K ﹤0.01%
+3,650
51 52
53
54 55