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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
100
2502
$1K ﹤0.01%
39
2503
$1K ﹤0.01%
6
2504
$1K ﹤0.01%
8
2505
$1K ﹤0.01%
17
2506
$1K ﹤0.01%
43
2507
$1K ﹤0.01%
248
2508
$1K ﹤0.01%
400
2509
$1K ﹤0.01%
115
2510
$1K ﹤0.01%
2
2511
$1K ﹤0.01%
132
-1
2512
$1K ﹤0.01%
25
2513
$1K ﹤0.01%
370
2514
$1K ﹤0.01%
10
2515
$1K ﹤0.01%
+78
2516
$1K ﹤0.01%
35
-53
2517
$1K ﹤0.01%
36
2518
$1K ﹤0.01%
37
2519
$1K ﹤0.01%
32
2520
$1K ﹤0.01%
30
2521
$1K ﹤0.01%
57
-37
2522
$1K ﹤0.01%
1
-1
2523
$1K ﹤0.01%
36
2524
$1K ﹤0.01%
83
2525
$1K ﹤0.01%
267
99 100
101
102 103