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
2126
$4K ﹤0.01%
1,231
2127
$4K ﹤0.01%
38
+11
2128
$4K ﹤0.01%
81
2129
$4K ﹤0.01%
88
2130
$4K ﹤0.01%
506
-443
2131
$4K ﹤0.01%
93
2132
$4K ﹤0.01%
7
2133
$4K ﹤0.01%
400
2134
$4K ﹤0.01%
366
2135
$4K ﹤0.01%
1,500
2136
$4K ﹤0.01%
299
+11
2137
$4K ﹤0.01%
+1
2138
$4K ﹤0.01%
800
2139
$4K ﹤0.01%
42
-135
2140
$4K ﹤0.01%
588
2141
$4K ﹤0.01%
364
2142
$4K ﹤0.01%
38
2143
$4K ﹤0.01%
1,000
2144
$4K ﹤0.01%
87
+25
2145
$4K ﹤0.01%
200
2146
$4K ﹤0.01%
80
2147
$4K ﹤0.01%
+100
2148
$4K ﹤0.01%
170
-651
2149
$4K ﹤0.01%
100
2150
$4K ﹤0.01%
170
84 85
86
87 88