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
1751
$11K ﹤0.01%
267
+75
1752
$11K ﹤0.01%
8,000
+5,000
1753
$11K ﹤0.01%
113
-19
1754
$11K ﹤0.01%
291
1755
$11K ﹤0.01%
1,238
+555
1756
$11K ﹤0.01%
+350
1757
$11K ﹤0.01%
184
+52
1758
$11K ﹤0.01%
307
1759
$11K ﹤0.01%
84
-13
1760
$11K ﹤0.01%
366
+200
1761
$11K ﹤0.01%
60
+3
1762
$11K ﹤0.01%
+150
1763
$11K ﹤0.01%
1,000
1764
$11K ﹤0.01%
4,535
-575
1765
$11K ﹤0.01%
4,425
1766
$11K ﹤0.01%
374
+1
1767
$11K ﹤0.01%
296
1768
$10K ﹤0.01%
45
+4
1769
$10K ﹤0.01%
1,758
-900
1770
$10K ﹤0.01%
186
-52
1771
$10K ﹤0.01%
167
-35
1772
$10K ﹤0.01%
220
+52
1773
$10K ﹤0.01%
160
1774
$10K ﹤0.01%
329
1775
$10K ﹤0.01%
+100
69 70
71
72 73