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
2351
$2K ﹤0.01%
602
2352
$2K ﹤0.01%
135
-1
2353
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280
2354
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104
2355
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375
2356
$2K ﹤0.01%
112
2357
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88
2358
$2K ﹤0.01%
28
2359
$2K ﹤0.01%
+154
2360
$2K ﹤0.01%
99
-29
2361
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55
-729
2362
$2K ﹤0.01%
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2363
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59
2364
$2K ﹤0.01%
60
2365
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25
+20
2366
– –
0
2367
$2K ﹤0.01%
149
2368
$2K ﹤0.01%
+100
2369
$2K ﹤0.01%
16
2370
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60
-24
2371
$2K ﹤0.01%
262
+102
2372
$2K ﹤0.01%
+30
2373
$2K ﹤0.01%
13
2374
$1K ﹤0.01%
60
2375
$1K ﹤0.01%
46
93 94
95
96 97