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
1976
$6K ﹤0.01%
363
1977
$6K ﹤0.01%
174
1978
$6K ﹤0.01%
7,500
1979
$6K ﹤0.01%
3,465
1980
$6K ﹤0.01%
166
-70
1981
$6K ﹤0.01%
53
-80
1982
$6K ﹤0.01%
+35,720
1983
$6K ﹤0.01%
105
+18
1984
$6K ﹤0.01%
+32,579
1985
$6K ﹤0.01%
485
1986
$6K ﹤0.01%
179
1987
$6K ﹤0.01%
243
1988
$6K ﹤0.01%
+120
1989
$6K ﹤0.01%
154
1990
$6K ﹤0.01%
191
-175
1991
$6K ﹤0.01%
109
+22
1992
$6K ﹤0.01%
113
-7,071
1993
$6K ﹤0.01%
70
-2
1994
$6K ﹤0.01%
60
-228
1995
$6K ﹤0.01%
161
1996
$6K ﹤0.01%
88
-77
1997
$6K ﹤0.01%
203
1998
$6K ﹤0.01%
68
1999
$6K ﹤0.01%
200
2000
$6K ﹤0.01%
530
78 79
80
81 82