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
1326
$36K ﹤0.01%
670
+660
1327
$36K ﹤0.01%
594
-19
1328
$36K ﹤0.01%
850
+450
1329
$36K ﹤0.01%
840
1330
$36K ﹤0.01%
1,542
-1,306
1331
$36K ﹤0.01%
656
+39
1332
$35K ﹤0.01%
560
-444
1333
$35K ﹤0.01%
762
1334
$35K ﹤0.01%
596
+500
1335
$35K ﹤0.01%
1,325
-1,291
1336
$35K ﹤0.01%
444
-40
1337
$35K ﹤0.01%
261
+40
1338
$35K ﹤0.01%
1,597
+175
1339
$35K ﹤0.01%
846
-546
1340
$35K ﹤0.01%
1,027
+31
1341
$34K ﹤0.01%
2,958
1342
$34K ﹤0.01%
612
-356
1343
$34K ﹤0.01%
397
+55
1344
$34K ﹤0.01%
906
+400
1345
$34K ﹤0.01%
956
+493
1346
$34K ﹤0.01%
753
1347
$34K ﹤0.01%
757
+3
1348
$34K ﹤0.01%
308
-269
1349
$34K ﹤0.01%
602
1350
$33K ﹤0.01%
697
52 53
54
55 56