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
1576
$19K ﹤0.01%
87
-25
1577
$19K ﹤0.01%
401
-465
1578
$19K ﹤0.01%
1,260
+1,000
1579
$19K ﹤0.01%
1,220
1580
$19K ﹤0.01%
203
+191
1581
$19K ﹤0.01%
1,844
-346
1582
$18K ﹤0.01%
4,000
1583
$18K ﹤0.01%
+443
1584
$18K ﹤0.01%
756
-2,331
1585
$18K ﹤0.01%
422
-328
1586
$18K ﹤0.01%
350
1587
$18K ﹤0.01%
1,634
1588
$18K ﹤0.01%
343
+1
1589
$18K ﹤0.01%
99
1590
$18K ﹤0.01%
48
1591
$18K ﹤0.01%
+200
1592
$18K ﹤0.01%
1,000
1593
$17K ﹤0.01%
389
1594
$17K ﹤0.01%
258
1595
$17K ﹤0.01%
1,000
1596
$17K ﹤0.01%
1,892
-12
1597
$17K ﹤0.01%
184
-53
1598
$17K ﹤0.01%
259
+47
1599
$17K ﹤0.01%
174
+19
1600
$17K ﹤0.01%
9,500
62 63
64
65 66