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
1476
$25K ﹤0.01%
+315
1477
$25K ﹤0.01%
500
1478
$25K ﹤0.01%
800
1479
$25K ﹤0.01%
1,034
1480
$25K ﹤0.01%
1,000
1481
$24K ﹤0.01%
1,160
+1,000
1482
$24K ﹤0.01%
6,200
-200
1483
$24K ﹤0.01%
225
-50
1484
$24K ﹤0.01%
+1,000
1485
$24K ﹤0.01%
710
-96
1486
$24K ﹤0.01%
929
+2
1487
$24K ﹤0.01%
297
-414
1488
$24K ﹤0.01%
298
+182
1489
$24K ﹤0.01%
569
-50
1490
$24K ﹤0.01%
7,388
-775
1491
$23K ﹤0.01%
401
1492
$23K ﹤0.01%
2,475
+2,443
1493
$23K ﹤0.01%
65
-255
1494
$23K ﹤0.01%
+476
1495
$23K ﹤0.01%
590
1496
$23K ﹤0.01%
1,730
1497
$23K ﹤0.01%
496
-37
1498
$23K ﹤0.01%
7,600
1499
$23K ﹤0.01%
387
-2
1500
$23K ﹤0.01%
286
+194
58 59
60
61 62