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
1451
$26K ﹤0.01%
1,017
+17
1452
$26K ﹤0.01%
651
-1,027
1453
$26K ﹤0.01%
884
-1,817
1454
$26K ﹤0.01%
241
1455
$26K ﹤0.01%
499
1456
$26K ﹤0.01%
1,150
+1,000
1457
$26K ﹤0.01%
185
+110
1458
$26K ﹤0.01%
+4,173
1459
$26K ﹤0.01%
+1,000
1460
$26K ﹤0.01%
76
+6
1461
$26K ﹤0.01%
616
1462
$26K ﹤0.01%
750
1463
$25K ﹤0.01%
103
-49
1464
$25K ﹤0.01%
481
1465
$25K ﹤0.01%
2,514
+158
1466
$25K ﹤0.01%
200
-199
1467
$25K ﹤0.01%
1,452
-64
1468
$25K ﹤0.01%
782
-1,239
1469
$25K ﹤0.01%
209
+12
1470
$25K ﹤0.01%
+213
1471
$25K ﹤0.01%
2,129
+147
1472
$25K ﹤0.01%
841
+641
1473
$25K ﹤0.01%
509
1474
$25K ﹤0.01%
343
1475
$25K ﹤0.01%
113
+93
57 58
59
60 61