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
1826
$9K ﹤0.01%
664
1827
$9K ﹤0.01%
297
+98
1828
$9K ﹤0.01%
1,200
1829
$9K ﹤0.01%
300
1830
$9K ﹤0.01%
100
1831
$9K ﹤0.01%
498
+184
1832
$9K ﹤0.01%
148
1833
$9K ﹤0.01%
1,000
-57
1834
$9K ﹤0.01%
+381
1835
$9K ﹤0.01%
200
+30
1836
$9K ﹤0.01%
102
1837
$9K ﹤0.01%
801
-936
1838
$9K ﹤0.01%
759
+4
1839
– –
0
1840
$8K ﹤0.01%
900
1841
$8K ﹤0.01%
+1,650
1842
$8K ﹤0.01%
166
1843
$8K ﹤0.01%
87
+20
1844
$8K ﹤0.01%
244
1845
$8K ﹤0.01%
200
1846
$8K ﹤0.01%
125
+85
1847
$8K ﹤0.01%
187
-480
1848
$8K ﹤0.01%
46
+12
1849
$8K ﹤0.01%
155
1850
$8K ﹤0.01%
268
-310
72 73
74
75 76