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
1401
$29K ﹤0.01%
743
-489
1402
$29K ﹤0.01%
967
+9
1403
$29K ﹤0.01%
226
+26
1404
$29K ﹤0.01%
893
+43
1405
$29K ﹤0.01%
329
+228
1406
$29K ﹤0.01%
3,295
+10
1407
$29K ﹤0.01%
514
1408
$29K ﹤0.01%
2,205
+107
1409
$29K ﹤0.01%
104
+51
1410
$29K ﹤0.01%
1,110
+224
1411
$29K ﹤0.01%
3,060
+238
1412
$28K ﹤0.01%
370
1413
$28K ﹤0.01%
955
-734
1414
$28K ﹤0.01%
460
-44
1415
$28K ﹤0.01%
787
+87
1416
$28K ﹤0.01%
125
-201
1417
$28K ﹤0.01%
2,923
-3,398
1418
$28K ﹤0.01%
434
-6
1419
$28K ﹤0.01%
+603
1420
$28K ﹤0.01%
554
-150
1421
$28K ﹤0.01%
1,405
1422
$28K ﹤0.01%
212
+11
1423
$28K ﹤0.01%
2,755
+2,533
1424
$27K ﹤0.01%
990
+266
1425
$27K ﹤0.01%
761
+355
55 56
57
58 59