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
2201
$3K ﹤0.01%
172
2202
$3K ﹤0.01%
342
2203
$3K ﹤0.01%
74
2204
$3K ﹤0.01%
127
2205
$3K ﹤0.01%
226
+186
2206
$3K ﹤0.01%
97
2207
$3K ﹤0.01%
6,660
2208
$3K ﹤0.01%
+147
2209
$3K ﹤0.01%
+13
2210
$3K ﹤0.01%
200
2211
$3K ﹤0.01%
+100
2212
$3K ﹤0.01%
24
+15
2213
$3K ﹤0.01%
+50
2214
$3K ﹤0.01%
+78
2215
$3K ﹤0.01%
+42
2216
$3K ﹤0.01%
102
2217
$3K ﹤0.01%
107
2218
$3K ﹤0.01%
43
-268
2219
$3K ﹤0.01%
55
2220
$3K ﹤0.01%
27
+22
2221
$3K ﹤0.01%
2,321
-132
2222
$3K ﹤0.01%
+29
2223
$3K ﹤0.01%
250
-500
2224
$3K ﹤0.01%
107
2225
$3K ﹤0.01%
87
87 88
89
90 91