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
1776
$10K ﹤0.01%
336
1777
$10K ﹤0.01%
270
1778
$10K ﹤0.01%
527
+15
1779
$10K ﹤0.01%
527
1780
$10K ﹤0.01%
326
1781
$10K ﹤0.01%
65
-16
1782
$10K ﹤0.01%
327
-127
1783
$10K ﹤0.01%
+328
1784
– –
0
1785
$10K ﹤0.01%
1,118
1786
$10K ﹤0.01%
+334
1787
$10K ﹤0.01%
143
-165
1788
$10K ﹤0.01%
475
1789
$10K ﹤0.01%
+1,300
1790
$10K ﹤0.01%
421
+300
1791
$10K ﹤0.01%
82
1792
$10K ﹤0.01%
89
-5
1793
$10K ﹤0.01%
168
-56
1794
$10K ﹤0.01%
835
+760
1795
$10K ﹤0.01%
600
1796
$10K ﹤0.01%
2,000
+1,500
1797
$10K ﹤0.01%
109
1798
$10K ﹤0.01%
+260
1799
$10K ﹤0.01%
101
1800
$10K ﹤0.01%
118
+31
70 71
72
73 74