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
2401
$1K ﹤0.01%
30
2402
$1K ﹤0.01%
100
2403
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32
2404
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30
2405
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57
-37
2406
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10
-8
2407
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2408
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2409
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2410
$1K ﹤0.01%
82
2411
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35
2412
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114
-776
2413
$1K ﹤0.01%
470
2414
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204
+48
2415
$1K ﹤0.01%
14
2416
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2417
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2418
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+27
2419
$1K ﹤0.01%
8
2420
$1K ﹤0.01%
9
2421
$1K ﹤0.01%
33
2422
$1K ﹤0.01%
47
2423
$1K ﹤0.01%
45
2424
$1K ﹤0.01%
5
2425
$1K ﹤0.01%
97
95 96
97
98 99