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
1651
$15K ﹤0.01%
1,241
-61
1652
$15K ﹤0.01%
1,002
-12
1653
$15K ﹤0.01%
1,234
+240
1654
$15K ﹤0.01%
750
1655
$15K ﹤0.01%
3
1656
$15K ﹤0.01%
110
1657
$15K ﹤0.01%
525
1658
$15K ﹤0.01%
153
+18
1659
$15K ﹤0.01%
264
1660
$15K ﹤0.01%
437
1661
$15K ﹤0.01%
189
+180
1662
$15K ﹤0.01%
525
1663
$14K ﹤0.01%
1,215
-300
1664
$14K ﹤0.01%
119
-50
1665
$14K ﹤0.01%
78
+3
1666
$14K ﹤0.01%
2,884
+2,774
1667
$14K ﹤0.01%
38
-262
1668
$14K ﹤0.01%
1,667
1669
$14K ﹤0.01%
283
1670
$14K ﹤0.01%
39
+6
1671
$14K ﹤0.01%
81
1672
$14K ﹤0.01%
470
-1,100
1673
$14K ﹤0.01%
+1,000
1674
$14K ﹤0.01%
14,242
-4,500
1675
$14K ﹤0.01%
+5,000
65 66
67
68 69