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
2301
$2K ﹤0.01%
40
2302
$2K ﹤0.01%
143
2303
$2K ﹤0.01%
57
2304
$2K ﹤0.01%
194
2305
$2K ﹤0.01%
56
-23
2306
$2K ﹤0.01%
+85
2307
$2K ﹤0.01%
13
-13
2308
$2K ﹤0.01%
100
-144
2309
$2K ﹤0.01%
100
2310
$2K ﹤0.01%
2,000
2311
$2K ﹤0.01%
110
2312
$2K ﹤0.01%
56
2313
$2K ﹤0.01%
+32
2314
$2K ﹤0.01%
44
2315
$2K ﹤0.01%
150
2316
$2K ﹤0.01%
65
2317
$2K ﹤0.01%
53
2318
$2K ﹤0.01%
+51
2319
$2K ﹤0.01%
15
2320
$2K ﹤0.01%
181
-63
2321
$2K ﹤0.01%
119
2322
$2K ﹤0.01%
25
-180
2323
$2K ﹤0.01%
89
+54
2324
$2K ﹤0.01%
98
2325
$2K ﹤0.01%
+100
91 92
93
94 95