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
1426
$27K ﹤0.01%
768
+391
1427
$27K ﹤0.01%
707
-218
1428
$27K ﹤0.01%
477
1429
$27K ﹤0.01%
+12
1430
$27K ﹤0.01%
418
+100
1431
$27K ﹤0.01%
825
+116
1432
$27K ﹤0.01%
680
+260
1433
$27K ﹤0.01%
92
-21
1434
$27K ﹤0.01%
1,100
1435
$27K ﹤0.01%
404
+204
1436
$27K ﹤0.01%
749
1437
$27K ﹤0.01%
702
1438
$27K ﹤0.01%
140
+23
1439
$27K ﹤0.01%
474
+199
1440
$27K ﹤0.01%
1,238
1441
$26K ﹤0.01%
213
+38
1442
$26K ﹤0.01%
710
1443
$26K ﹤0.01%
1,062
1444
$26K ﹤0.01%
+1,603
1445
$26K ﹤0.01%
809
+51
1446
$26K ﹤0.01%
335
-110
1447
$26K ﹤0.01%
666
1448
$26K ﹤0.01%
+241
1449
$26K ﹤0.01%
486
-595
1450
$26K ﹤0.01%
113
+60
56 57
58
59 60