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
2076
$4K ﹤0.01%
320
-1,600
2077
$4K ﹤0.01%
338
2078
$4K ﹤0.01%
220
+12
2079
$4K ﹤0.01%
75
2080
$4K ﹤0.01%
15
2081
$4K ﹤0.01%
1,693
2082
$4K ﹤0.01%
2
-3
2083
$4K ﹤0.01%
405
2084
$4K ﹤0.01%
249
2085
$4K ﹤0.01%
97
+49
2086
$4K ﹤0.01%
79
-213
2087
$4K ﹤0.01%
209
-114
2088
$4K ﹤0.01%
55
-62
2089
$4K ﹤0.01%
109
2090
$4K ﹤0.01%
111
2091
$4K ﹤0.01%
1,218
2092
$4K ﹤0.01%
260
2093
$4K ﹤0.01%
78
-87
2094
$4K ﹤0.01%
307
+84
2095
$4K ﹤0.01%
500
2096
$4K ﹤0.01%
123
2097
$4K ﹤0.01%
128
2098
$4K ﹤0.01%
136
2099
$4K ﹤0.01%
278
2100
$4K ﹤0.01%
80
82 83
84
85 86