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
1951
$6K ﹤0.01%
210
1952
$6K ﹤0.01%
75
1953
$6K ﹤0.01%
+160
1954
$6K ﹤0.01%
179
1955
$6K ﹤0.01%
22
-2
1956
$6K ﹤0.01%
88
+15
1957
$6K ﹤0.01%
236
1958
$6K ﹤0.01%
262
+1
1959
$6K ﹤0.01%
+200
1960
$6K ﹤0.01%
+275
1961
$6K ﹤0.01%
204
1962
$6K ﹤0.01%
227
-1,610
1963
$6K ﹤0.01%
163
1964
$6K ﹤0.01%
84
-29
1965
$6K ﹤0.01%
221
1966
$6K ﹤0.01%
+92
1967
$6K ﹤0.01%
285
-141
1968
$6K ﹤0.01%
500
1969
$6K ﹤0.01%
47
1970
$6K ﹤0.01%
400
-1,136
1971
$6K ﹤0.01%
300
1972
$6K ﹤0.01%
150
1973
$6K ﹤0.01%
174
-525
1974
$6K ﹤0.01%
+330
1975
$6K ﹤0.01%
88
77 78
79
80 81