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
1801
$10K ﹤0.01%
+834
1802
$9K ﹤0.01%
329
1803
$9K ﹤0.01%
4,021
+4,000
1804
$9K ﹤0.01%
327
+39
1805
$9K ﹤0.01%
996
1806
$9K ﹤0.01%
29
+13
1807
$9K ﹤0.01%
339
-225
1808
$9K ﹤0.01%
1,393
-257
1809
$9K ﹤0.01%
+1,250
1810
$9K ﹤0.01%
112
+44
1811
$9K ﹤0.01%
78
-336
1812
$9K ﹤0.01%
695
-155
1813
$9K ﹤0.01%
171
+43
1814
$9K ﹤0.01%
405
-259
1815
$9K ﹤0.01%
+416
1816
$9K ﹤0.01%
150
-22
1817
$9K ﹤0.01%
160
1818
$9K ﹤0.01%
200
1819
$9K ﹤0.01%
670
1820
$9K ﹤0.01%
594
+138
1821
$9K ﹤0.01%
334
+85
1822
$9K ﹤0.01%
563
-274
1823
$9K ﹤0.01%
179
1824
$9K ﹤0.01%
+15,200
1825
$9K ﹤0.01%
366
71 72
73
74 75