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
1726
$12K ﹤0.01%
+1,000
1727
$12K ﹤0.01%
94
-4
1728
$12K ﹤0.01%
3,500
1729
$12K ﹤0.01%
105
-16
1730
$12K ﹤0.01%
450
-28
1731
$12K ﹤0.01%
+520
1732
$12K ﹤0.01%
+1,320
1733
$12K ﹤0.01%
157
1734
$12K ﹤0.01%
197
-6
1735
$12K ﹤0.01%
828
1736
$12K ﹤0.01%
+619
1737
$12K ﹤0.01%
175
+8
1738
$12K ﹤0.01%
115
1739
$12K ﹤0.01%
300
1740
$12K ﹤0.01%
1,223
1741
$11K ﹤0.01%
137
1742
$11K ﹤0.01%
125
-50
1743
$11K ﹤0.01%
+1,100
1744
$11K ﹤0.01%
394
+137
1745
$11K ﹤0.01%
+805
1746
$11K ﹤0.01%
359
1747
$11K ﹤0.01%
+259
1748
$11K ﹤0.01%
420
+75
1749
$11K ﹤0.01%
342
1750
$11K ﹤0.01%
195
68 69
70
71 72