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
1701
$13K ﹤0.01%
400
1702
$13K ﹤0.01%
247
+1
1703
$13K ﹤0.01%
645
1704
$13K ﹤0.01%
286
1705
$13K ﹤0.01%
361
1706
$13K ﹤0.01%
500
1707
$13K ﹤0.01%
909
1708
$13K ﹤0.01%
+190
1709
$13K ﹤0.01%
156
+5
1710
$13K ﹤0.01%
+1,000
1711
$13K ﹤0.01%
+3,250
1712
$13K ﹤0.01%
73
+22
1713
$13K ﹤0.01%
100
1714
$12K ﹤0.01%
256
+1
1715
$12K ﹤0.01%
74
-14
1716
$12K ﹤0.01%
389
+1
1717
$12K ﹤0.01%
57
-266
1718
$12K ﹤0.01%
+1,000
1719
$12K ﹤0.01%
140
1720
$12K ﹤0.01%
428
1721
$12K ﹤0.01%
400
+278
1722
$12K ﹤0.01%
378
-922
1723
$12K ﹤0.01%
1,124
1724
$12K ﹤0.01%
350
1725
$12K ﹤0.01%
379
+1
67 68
69
70 71