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
2326
$2K ﹤0.01%
+100
2327
$2K ﹤0.01%
16
2328
$2K ﹤0.01%
65
2329
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160
+157
2330
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104
-51
2331
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51
-22
2332
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1,100
2333
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23
-77
2334
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100
2335
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40
2336
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69
2337
$2K ﹤0.01%
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2338
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25
2339
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49
-154
2340
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146
2341
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2,200
2342
$2K ﹤0.01%
81
2343
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19
-125
2344
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184
-228
2345
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200
2346
$2K ﹤0.01%
222
-199
2347
$2K ﹤0.01%
500
2348
$2K ﹤0.01%
126
2349
$2K ﹤0.01%
182
2350
$2K ﹤0.01%
37
92 93
94
95 96