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
2276
$2K ﹤0.01%
43
2277
$2K ﹤0.01%
+37
2278
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26
2279
$2K ﹤0.01%
90
2280
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65
2281
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60
2282
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163
2283
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180
2284
$2K ﹤0.01%
+20
2285
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15
2286
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63
2287
$2K ﹤0.01%
33
2288
$2K ﹤0.01%
460
2289
$2K ﹤0.01%
94
2290
$2K ﹤0.01%
102
-357
2291
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50
2292
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60
2293
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165
-30
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75
+10
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41
2296
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31
2297
$2K ﹤0.01%
75
-175
2298
$2K ﹤0.01%
97
2299
$2K ﹤0.01%
168
+132
2300
$2K ﹤0.01%
+106
90 91
92
93 94