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
2251
$2K ﹤0.01%
75
2252
$2K ﹤0.01%
22
2253
$2K ﹤0.01%
+54
2254
$2K ﹤0.01%
+15
2255
$2K ﹤0.01%
35
2256
$2K ﹤0.01%
+25
2257
$2K ﹤0.01%
29
2258
$2K ﹤0.01%
+143
2259
$2K ﹤0.01%
290
2260
$2K ﹤0.01%
78
+4
2261
$2K ﹤0.01%
51
2262
$2K ﹤0.01%
28
-102
2263
$2K ﹤0.01%
88
+24
2264
$2K ﹤0.01%
104
-23
2265
$2K ﹤0.01%
+20
2266
$2K ﹤0.01%
192
2267
$2K ﹤0.01%
37
2268
$2K ﹤0.01%
+36
2269
$2K ﹤0.01%
82
2270
$2K ﹤0.01%
+83
2271
$2K ﹤0.01%
780
2272
$2K ﹤0.01%
1,150
2273
$2K ﹤0.01%
89
2274
$2K ﹤0.01%
57
2275
$2K ﹤0.01%
377
89 90
91
92 93