IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
7,565
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12M
3
+$11.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.26M
5
IAU icon
iShares Gold Trust
IAU
+$7.49M

Top Sells

1
+$10.3M
2
+$7.69M
3
+$5.87M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.99M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.83M

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
2501
$1K ﹤0.01%
32
2502
$1K ﹤0.01%
91
2503
$1K ﹤0.01%
108
2504
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63
2505
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48
2506
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100
2507
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58
+20
2508
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18
2509
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18
-149
2510
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+50
2511
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146
2512
$1K ﹤0.01%
100
2513
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60
2514
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+15
2515
$1K ﹤0.01%
+120
2516
$1K ﹤0.01%
13
-3,966
2517
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61
-23
2518
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2519
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12
-350
2520
$1K ﹤0.01%
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2521
$1K ﹤0.01%
3
-88
2522
$1K ﹤0.01%
43
-18
2523
$1K ﹤0.01%
176
-226
2524
$1K ﹤0.01%
500
2525
$1K ﹤0.01%
51
99 100
101
102 103