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
2176
$3K ﹤0.01%
43
2177
$3K ﹤0.01%
124
-219
2178
$3K ﹤0.01%
128
2179
$3K ﹤0.01%
+26
2180
$3K ﹤0.01%
163
+44
2181
$3K ﹤0.01%
129
2182
$3K ﹤0.01%
297
+62
2183
$3K ﹤0.01%
399
2184
$3K ﹤0.01%
38
2185
$3K ﹤0.01%
379
-1,026
2186
$3K ﹤0.01%
17
2187
– –
0
2188
$3K ﹤0.01%
105
2189
$3K ﹤0.01%
20
2190
$3K ﹤0.01%
39
-15
2191
$3K ﹤0.01%
26
2192
$3K ﹤0.01%
64
-724
2193
$3K ﹤0.01%
57
+37
2194
$3K ﹤0.01%
+100
2195
$3K ﹤0.01%
108
-25
2196
$3K ﹤0.01%
69
-25
2197
– –
0
2198
$3K ﹤0.01%
124
2199
$3K ﹤0.01%
65
2200
$3K ﹤0.01%
49
86 87
88
89 90