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
1926
$7K ﹤0.01%
26
1927
$7K ﹤0.01%
245
1928
$7K ﹤0.01%
8
1929
$7K ﹤0.01%
1
1930
$7K ﹤0.01%
255
-1,126
1931
$7K ﹤0.01%
400
1932
$7K ﹤0.01%
185
1933
$7K ﹤0.01%
456
1934
$6K ﹤0.01%
522
-2,000
1935
$6K ﹤0.01%
101
1936
$6K ﹤0.01%
+100
1937
$6K ﹤0.01%
+160
1938
$6K ﹤0.01%
424
+49
1939
$6K ﹤0.01%
62
1940
$6K ﹤0.01%
61
1941
$6K ﹤0.01%
75
1942
$6K ﹤0.01%
270
1943
$6K ﹤0.01%
112
1944
$6K ﹤0.01%
+300
1945
$6K ﹤0.01%
492
+71
1946
$6K ﹤0.01%
167
-22
1947
$6K ﹤0.01%
100
1948
$6K ﹤0.01%
155
+20
1949
$6K ﹤0.01%
769
1950
$6K ﹤0.01%
113
76 77
78
79 80