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
1376
$31K ﹤0.01%
451
-1
1377
$31K ﹤0.01%
869
+426
1378
$31K ﹤0.01%
1,469
+70
1379
$31K ﹤0.01%
6,954
-1,110
1380
$31K ﹤0.01%
2,159
-69
1381
$31K ﹤0.01%
1,559
+1,196
1382
$31K ﹤0.01%
2,680
1383
$31K ﹤0.01%
449
+62
1384
$30K ﹤0.01%
765
1385
$30K ﹤0.01%
560
+74
1386
$30K ﹤0.01%
+1,725
1387
$30K ﹤0.01%
484
1388
$30K ﹤0.01%
440
+29
1389
$30K ﹤0.01%
784
-4
1390
$30K ﹤0.01%
1,870
+631
1391
$30K ﹤0.01%
160
1392
$30K ﹤0.01%
248
1393
$30K ﹤0.01%
+992
1394
$30K ﹤0.01%
1,025
+5
1395
$30K ﹤0.01%
880
1396
$30K ﹤0.01%
+2,038
1397
$30K ﹤0.01%
346
1398
$30K ﹤0.01%
261
-37
1399
$30K ﹤0.01%
489
1400
$29K ﹤0.01%
1,286
-1,199
54 55
56
57 58