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
2776
– –
0
2777
– –
0
2778
– –
0
2779
– –
0
2780
– –
0
2781
– –
0
2782
– –
0
2783
– –
0
2784
– –
0
2785
– –
0
2786
$0 ﹤0.01%
10,350
2787
– –
0
2788
– –
0
2789
– –
0
2790
– –
0
2791
$0 ﹤0.01%
3
2792
– –
0
2793
– –
0
2794
– –
0
2795
– –
0
2796
– –
0
2797
– –
0
2798
– –
0
2799
– –
0
2800
– –
0
110 111
112
113 114