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
1676
$14K ﹤0.01%
545
1677
$14K ﹤0.01%
185
+14
1678
$14K ﹤0.01%
266
1679
$14K ﹤0.01%
299
+2
1680
$14K ﹤0.01%
200
-5,232
1681
$14K ﹤0.01%
2,547
1682
$14K ﹤0.01%
700
+100
1683
$14K ﹤0.01%
480
1684
$14K ﹤0.01%
1,351
-315
1685
$14K ﹤0.01%
68
-34
1686
$14K ﹤0.01%
1,565
-11
1687
$14K ﹤0.01%
456
1688
$14K ﹤0.01%
588
+6
1689
$14K ﹤0.01%
757
-34
1690
$13K ﹤0.01%
+150
1691
$13K ﹤0.01%
4,869
1692
$13K ﹤0.01%
288
+74
1693
$13K ﹤0.01%
150
1694
$13K ﹤0.01%
577
+500
1695
$13K ﹤0.01%
1,223
+260
1696
$13K ﹤0.01%
454
1697
$13K ﹤0.01%
2,000
-310
1698
$13K ﹤0.01%
+1,000
1699
$13K ﹤0.01%
388
+351
1700
$13K ﹤0.01%
500
-55
66 67
68
69 70