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
3451
– –
0
3452
– –
0
3453
– –
0
3454
– –
0
3455
– –
0
3456
– –
0
3457
– –
0
3458
– –
0
3459
$0 ﹤0.01%
+1
3460
– –
0
3461
– –
0
3462
– –
0
3463
– –
0
3464
– –
0
3465
– –
0
3466
– –
0
3467
– –
0
3468
– –
0
3469
– –
0
3470
$0 ﹤0.01%
22
3471
– –
0
3472
– –
0
3473
– –
0
3474
– –
0
3475
– –
0
137 138
139
140 141