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
301
$914K 0.05%
3,328
+3,317
302
$901K 0.05%
16,719
-590
303
$896K 0.05%
17,825
-14,798
304
$895K 0.05%
8,397
+237
305
$894K 0.05%
3,931
-90
306
$893K 0.05%
5,863
-45
307
$887K 0.05%
63,985
-9,940
308
$886K 0.05%
4,360
-494
309
$885K 0.05%
16,889
+57
310
$876K 0.05%
3,489
+564
311
$870K 0.05%
7,525
+560
312
$865K 0.05%
49,823
-11,907
313
$854K 0.05%
24,452
+15,211
314
$853K 0.05%
11,595
+2,558
315
$848K 0.05%
19,234
-5,557
316
$840K 0.05%
19,522
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317
$839K 0.05%
8,873
+60
318
$827K 0.05%
28,643
+6,065
319
$824K 0.05%
14,573
-1,251
320
$820K 0.05%
10,261
+637
321
$817K 0.05%
9,490
-20
322
$817K 0.05%
21,666
-1,308
323
$813K 0.05%
2,401
-928
324
$809K 0.05%
1,953
-161
325
$809K 0.05%
32,235
+23,428
11 12
13
14 15