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
326
$796K 0.05%
29,835
-2,721
327
$788K 0.05%
8,436
+2,260
328
$782K 0.05%
53,014
+12,072
329
$781K 0.05%
14,418
-89
330
$777K 0.05%
15,173
+7,019
331
$775K 0.05%
72,122
332
$767K 0.05%
29,449
+5,412
333
$764K 0.05%
9,418
-1,441
334
$755K 0.05%
26,539
+3,942
335
$747K 0.04%
4,531
+528
336
$742K 0.04%
24,165
+210
337
$742K 0.04%
7,355
+493
338
$740K 0.04%
1,313
-109
339
$739K 0.04%
22,260
+6,240
340
$733K 0.04%
12,101
-3,984
341
$733K 0.04%
9,964
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342
$725K 0.04%
9,061
-189
343
$720K 0.04%
3,721
-2,431
344
$716K 0.04%
13,960
+790
345
$709K 0.04%
29,969
+4,128
346
$707K 0.04%
20,909
+729
347
$706K 0.04%
11,094
-845
348
$702K 0.04%
3,613
+5
349
$699K 0.04%
49,881
-3,915
350
$689K 0.04%
7,181
-308
12 13
14
15 16