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
1551
$20K ﹤0.01%
433
+91
1552
$20K ﹤0.01%
154
+150
1553
$20K ﹤0.01%
1,807
+1,347
1554
$20K ﹤0.01%
700
+290
1555
$20K ﹤0.01%
60
+39
1556
$20K ﹤0.01%
+1,120
1557
$20K ﹤0.01%
563
+12
1558
$20K ﹤0.01%
233
+84
1559
$20K ﹤0.01%
465
1560
$20K ﹤0.01%
450
+253
1561
$20K ﹤0.01%
108
1562
$20K ﹤0.01%
574
+387
1563
$20K ﹤0.01%
770
1564
$19K ﹤0.01%
278
1565
$19K ﹤0.01%
239
-3
1566
$19K ﹤0.01%
110
+11
1567
$19K ﹤0.01%
203
-148
1568
$19K ﹤0.01%
1,000
1569
$19K ﹤0.01%
2,515
-296
1570
$19K ﹤0.01%
496
+60
1571
$19K ﹤0.01%
605
+255
1572
$19K ﹤0.01%
322
-146
1573
$19K ﹤0.01%
+500
1574
$19K ﹤0.01%
1,450
-1,646
1575
$19K ﹤0.01%
+687
61 62
63
64 65