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
1351
$33K ﹤0.01%
2,144
1352
$33K ﹤0.01%
2,333
+74
1353
$33K ﹤0.01%
872
+2
1354
$33K ﹤0.01%
233
+1
1355
$33K ﹤0.01%
493
+255
1356
$33K ﹤0.01%
1,450
+16
1357
$33K ﹤0.01%
2,984
1358
$33K ﹤0.01%
135
-11
1359
$32K ﹤0.01%
604
1360
$32K ﹤0.01%
248
-26
1361
$32K ﹤0.01%
667
1362
$32K ﹤0.01%
2,890
-2,179
1363
$32K ﹤0.01%
1,159
+203
1364
$32K ﹤0.01%
1,235
+637
1365
$32K ﹤0.01%
2,347
1366
$32K ﹤0.01%
+494
1367
$32K ﹤0.01%
1,360
+183
1368
$32K ﹤0.01%
660
-1,267
1369
$32K ﹤0.01%
528
-88
1370
$31K ﹤0.01%
823
+5
1371
$31K ﹤0.01%
1,200
-3,300
1372
$31K ﹤0.01%
464
-179
1373
$31K ﹤0.01%
296
+254
1374
$31K ﹤0.01%
1,729
1375
$31K ﹤0.01%
2,877
+59
53 54
55
56 57