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
2226
$3K ﹤0.01%
186
2227
$3K ﹤0.01%
36
-26
2228
$3K ﹤0.01%
56
2229
$3K ﹤0.01%
89
2230
$3K ﹤0.01%
+109
2231
$3K ﹤0.01%
+175
2232
$3K ﹤0.01%
44
-4
2233
$3K ﹤0.01%
17
2234
$3K ﹤0.01%
95
+25
2235
$3K ﹤0.01%
65
2236
$3K ﹤0.01%
+26
2237
$3K ﹤0.01%
47
2238
$3K ﹤0.01%
300
2239
$3K ﹤0.01%
50
-1,080
2240
$3K ﹤0.01%
100
2241
$3K ﹤0.01%
27
2242
$3K ﹤0.01%
+55
2243
$3K ﹤0.01%
13
-44
2244
$3K ﹤0.01%
+55
2245
$3K ﹤0.01%
+33
2246
$3K ﹤0.01%
155
2247
$3K ﹤0.01%
200
2248
$3K ﹤0.01%
34
+21
2249
$3K ﹤0.01%
+100
2250
$2K ﹤0.01%
100
88 89
90
91 92