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
1851
$8K ﹤0.01%
223
1852
$8K ﹤0.01%
315
1853
$8K ﹤0.01%
242
1854
$8K ﹤0.01%
1,198
1855
$8K ﹤0.01%
77
-16
1856
$8K ﹤0.01%
408
-223
1857
$8K ﹤0.01%
354
1858
$8K ﹤0.01%
49
1859
$8K ﹤0.01%
99
1860
$8K ﹤0.01%
300
1861
$8K ﹤0.01%
5,000
1862
$8K ﹤0.01%
158
1863
$8K ﹤0.01%
408
-96
1864
$8K ﹤0.01%
186
1865
$8K ﹤0.01%
104
1866
$8K ﹤0.01%
901
-1,020
1867
$8K ﹤0.01%
791
1868
$8K ﹤0.01%
147
1869
$8K ﹤0.01%
+140
1870
$8K ﹤0.01%
+324
1871
$8K ﹤0.01%
+1,000
1872
$8K ﹤0.01%
229
+217
1873
$8K ﹤0.01%
2,493
1874
$8K ﹤0.01%
293
+100
1875
$8K ﹤0.01%
112
73 74
75
76 77