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
2451
$1K ﹤0.01%
+25
2452
$1K ﹤0.01%
22
2453
$1K ﹤0.01%
29
2454
$1K ﹤0.01%
12
2455
$1K ﹤0.01%
210
-128
2456
$1K ﹤0.01%
81
2457
$1K ﹤0.01%
12
-20
2458
$1K ﹤0.01%
133
2459
$1K ﹤0.01%
25
2460
$1K ﹤0.01%
31
2461
$1K ﹤0.01%
11
2462
$1K ﹤0.01%
+2
2463
$1K ﹤0.01%
58
+20
2464
$1K ﹤0.01%
18
2465
$1K ﹤0.01%
18
-149
2466
$1K ﹤0.01%
+50
2467
$1K ﹤0.01%
48
2468
$1K ﹤0.01%
241
2469
$1K ﹤0.01%
13
2470
$1K ﹤0.01%
52
2471
$1K ﹤0.01%
146
2472
$1K ﹤0.01%
100
2473
$1K ﹤0.01%
60
2474
$1K ﹤0.01%
+15
2475
$1K ﹤0.01%
+120
97 98
99
100 101