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
1526
$21K ﹤0.01%
1,937
-301
1527
$21K ﹤0.01%
286
-109
1528
$21K ﹤0.01%
390
1529
$21K ﹤0.01%
+1,800
1530
$21K ﹤0.01%
34
+29
1531
$21K ﹤0.01%
+500
1532
$21K ﹤0.01%
1,146
+313
1533
$21K ﹤0.01%
244
+46
1534
$21K ﹤0.01%
1,040
+69
1535
$21K ﹤0.01%
774
1536
$21K ﹤0.01%
78
+46
1537
$21K ﹤0.01%
10,500
1538
$20K ﹤0.01%
452
-250
1539
$20K ﹤0.01%
8,850
-8,228
1540
$20K ﹤0.01%
+1,289
1541
$20K ﹤0.01%
929
-1,855
1542
$20K ﹤0.01%
479
-300
1543
$20K ﹤0.01%
701
+45
1544
$20K ﹤0.01%
2,161
+500
1545
$20K ﹤0.01%
1,429
1546
$20K ﹤0.01%
742
+185
1547
$20K ﹤0.01%
3,373
1548
$20K ﹤0.01%
520
1549
$20K ﹤0.01%
250
+50
1550
$20K ﹤0.01%
5
+3
60 61
62
63 64