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
1601
$17K ﹤0.01%
576
+99
1602
$17K ﹤0.01%
+55
1603
$17K ﹤0.01%
565
+1
1604
$17K ﹤0.01%
200
1605
$17K ﹤0.01%
1,300
+500
1606
$17K ﹤0.01%
162
1607
$17K ﹤0.01%
350
1608
$17K ﹤0.01%
354
-13
1609
$17K ﹤0.01%
2,844
-3,675
1610
$17K ﹤0.01%
2,848
+1,026
1611
$17K ﹤0.01%
140
-6,540
1612
$17K ﹤0.01%
156
-2
1613
$17K ﹤0.01%
432
+4
1614
$17K ﹤0.01%
107
-837
1615
$17K ﹤0.01%
208
+138
1616
$17K ﹤0.01%
1,548
1617
$17K ﹤0.01%
257
1618
$16K ﹤0.01%
276
-178
1619
$16K ﹤0.01%
537
1620
$16K ﹤0.01%
+1,967
1621
$16K ﹤0.01%
375
1622
$16K ﹤0.01%
188
+15
1623
$16K ﹤0.01%
595
-1,134
1624
$16K ﹤0.01%
837
1625
$16K ﹤0.01%
220
63 64
65
66 67