We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
3576
– –
0
3577
– –
0
3578
$0 ﹤0.01%
1
3579
– –
0
3580
– –
0
3581
– –
-10
3582
– –
0
3583
– –
0
3584
– –
0
3585
– –
0
3586
– –
0
3587
– –
0
3588
– –
0
3589
– –
0
3590
– –
0
3591
– –
0
3592
– –
-93
3593
– –
0
3594
– –
0
3595
– –
0
3596
$0 ﹤0.01%
3
3597
$0 ﹤0.01%
55
3598
$0 ﹤0.01%
195
3599
$0 ﹤0.01%
16
3600
– –
0
142 143
144
145 146