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
1626
$16K ﹤0.01%
627
1627
$16K ﹤0.01%
135
1628
$16K ﹤0.01%
490
1629
$16K ﹤0.01%
326
+48
1630
$16K ﹤0.01%
321
+64
1631
$16K ﹤0.01%
471
+271
1632
$16K ﹤0.01%
56
1633
$16K ﹤0.01%
4,337
-1,289
1634
$16K ﹤0.01%
+1,000
1635
$16K ﹤0.01%
500
1636
$16K ﹤0.01%
634
1637
$16K ﹤0.01%
227
1638
$15K ﹤0.01%
96
1639
$15K ﹤0.01%
488
+50
1640
$15K ﹤0.01%
897
1641
$15K ﹤0.01%
383
1642
$15K ﹤0.01%
300
1643
$15K ﹤0.01%
210
1644
$15K ﹤0.01%
520
-2,120
1645
$15K ﹤0.01%
349
+5
1646
$15K ﹤0.01%
401
-155
1647
$15K ﹤0.01%
346
+46
1648
$15K ﹤0.01%
184
1649
$15K ﹤0.01%
890
-64
1650
$15K ﹤0.01%
915
64 65
66
67 68