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
2426
– –
0
2427
$1K ﹤0.01%
64
2428
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24
2429
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168
2430
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86
2431
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+102
2432
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136
2433
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31
2434
$1K ﹤0.01%
17
-97
2435
$1K ﹤0.01%
+14
2436
$1K ﹤0.01%
200
2437
$1K ﹤0.01%
35
2438
$1K ﹤0.01%
15
-2,645
2439
$1K ﹤0.01%
14
-4,611
2440
$1K ﹤0.01%
318
-219
2441
$1K ﹤0.01%
+100
2442
$1K ﹤0.01%
34
2443
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1,000
2444
$1K ﹤0.01%
+33
2445
$1K ﹤0.01%
2
2446
$1K ﹤0.01%
17
2447
$1K ﹤0.01%
30
2448
$1K ﹤0.01%
52
2449
$1K ﹤0.01%
25
2450
$1K ﹤0.01%
+100
96 97
98
99 100