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
1501
$23K ﹤0.01%
+250
1502
$23K ﹤0.01%
150
-10
1503
$23K ﹤0.01%
684
+277
1504
$23K ﹤0.01%
444
+18
1505
$23K ﹤0.01%
2,102
+1,102
1506
$23K ﹤0.01%
+1,000
1507
$22K ﹤0.01%
176
+86
1508
$22K ﹤0.01%
1,000
1509
$22K ﹤0.01%
1,177
1510
$22K ﹤0.01%
291
+15
1511
$22K ﹤0.01%
781
-39,686
1512
$22K ﹤0.01%
115
1513
$22K ﹤0.01%
93
+5
1514
$22K ﹤0.01%
633
1515
$22K ﹤0.01%
1,182
-1,070
1516
$22K ﹤0.01%
1,935
1517
$22K ﹤0.01%
5,822
-163
1518
$22K ﹤0.01%
865
-13,928
1519
$22K ﹤0.01%
1,851
1520
$22K ﹤0.01%
247
1521
$21K ﹤0.01%
225
+185
1522
$21K ﹤0.01%
1,516
1523
$21K ﹤0.01%
624
+64
1524
$21K ﹤0.01%
+85
1525
$21K ﹤0.01%
635
+9
59 60
61
62 63