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
1901
$7K ﹤0.01%
223
1902
$7K ﹤0.01%
416
1903
$7K ﹤0.01%
275
-4,205
1904
$7K ﹤0.01%
25
1905
$7K ﹤0.01%
1,178
-863
1906
$7K ﹤0.01%
+500
1907
$7K ﹤0.01%
332
+50
1908
$7K ﹤0.01%
8
-11
1909
$7K ﹤0.01%
57
1910
$7K ﹤0.01%
88
1911
$7K ﹤0.01%
73
-2
1912
$7K ﹤0.01%
160
-413
1913
$7K ﹤0.01%
110
1914
$7K ﹤0.01%
15
1915
$7K ﹤0.01%
130
+1
1916
$7K ﹤0.01%
280
+200
1917
$7K ﹤0.01%
90
1918
$7K ﹤0.01%
541
1919
$7K ﹤0.01%
802
-213
1920
$7K ﹤0.01%
864
1921
$7K ﹤0.01%
847
+6
1922
$7K ﹤0.01%
236
+4
1923
$7K ﹤0.01%
159
+50
1924
$7K ﹤0.01%
338
1925
$7K ﹤0.01%
125
75 76
77
78 79