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
2151
$4K ﹤0.01%
217
2152
$4K ﹤0.01%
175
2153
$3K ﹤0.01%
162
2154
$3K ﹤0.01%
+100
2155
$3K ﹤0.01%
+262
2156
$3K ﹤0.01%
21
+9
2157
$3K ﹤0.01%
60
2158
$3K ﹤0.01%
55
2159
$3K ﹤0.01%
+75
2160
$3K ﹤0.01%
126
2161
$3K ﹤0.01%
355
+105
2162
$3K ﹤0.01%
+100
2163
$3K ﹤0.01%
164
2164
$3K ﹤0.01%
+100
2165
$3K ﹤0.01%
530
-24,900
2166
$3K ﹤0.01%
700
2167
$3K ﹤0.01%
117
+9
2168
$3K ﹤0.01%
146
+25
2169
$3K ﹤0.01%
44
2170
$3K ﹤0.01%
207
2171
$3K ﹤0.01%
51
2172
$3K ﹤0.01%
70
-250
2173
$3K ﹤0.01%
95
2174
$3K ﹤0.01%
53
-30
2175
$3K ﹤0.01%
1,352
85 86
87
88 89