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
1876
$8K ﹤0.01%
2,118
-964
1877
$8K ﹤0.01%
130
1878
$8K ﹤0.01%
500
1879
$8K ﹤0.01%
135
1880
$8K ﹤0.01%
147
-520
1881
$8K ﹤0.01%
256
-66
1882
$8K ﹤0.01%
329
-778
1883
$8K ﹤0.01%
46
1884
$8K ﹤0.01%
90
-51
1885
$7K ﹤0.01%
+80
1886
$7K ﹤0.01%
22
1887
$7K ﹤0.01%
112
-490
1888
$7K ﹤0.01%
+2,200
1889
$7K ﹤0.01%
720
+7
1890
$7K ﹤0.01%
222
+28
1891
$7K ﹤0.01%
115
+35
1892
$7K ﹤0.01%
140
1893
$7K ﹤0.01%
200
-1,300
1894
$7K ﹤0.01%
+234
1895
$7K ﹤0.01%
443
1896
$7K ﹤0.01%
84
+52
1897
$7K ﹤0.01%
238
-600
1898
$7K ﹤0.01%
256
+2
1899
$7K ﹤0.01%
2,012
+2,000
1900
$7K ﹤0.01%
31
-204
74 75
76
77 78