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
2526
$1K ﹤0.01%
15
2527
$1K ﹤0.01%
46
-126
2528
$1K ﹤0.01%
18
2529
$1K ﹤0.01%
145
2530
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47
-44
2531
$1K ﹤0.01%
+8
2532
$1K ﹤0.01%
39
2533
$1K ﹤0.01%
80
2534
$1K ﹤0.01%
140
2535
$1K ﹤0.01%
61
2536
$1K ﹤0.01%
+42
2537
$1K ﹤0.01%
2
2538
$1K ﹤0.01%
17
2539
$1K ﹤0.01%
30
2540
$1K ﹤0.01%
33
-11
2541
$1K ﹤0.01%
80
-6,000
2542
$1K ﹤0.01%
28
2543
$1K ﹤0.01%
1,077
2544
$1K ﹤0.01%
10
-9
2545
$1K ﹤0.01%
9
2546
$1K ﹤0.01%
100
2547
$1K ﹤0.01%
9
2548
$1K ﹤0.01%
22
2549
$1K ﹤0.01%
40
-187
2550
$1K ﹤0.01%
+49
100 101
102
103 104