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
4276
$0 ﹤0.01%
5
-9
4277
$0 ﹤0.01%
+10
4278
– –
-800
4279
– –
0
4280
– –
0
4281
– –
0
4282
– –
0
4283
– –
0
4284
– –
0
4285
– –
0
4286
– –
0
4287
– –
0
4288
– –
0
4289
– –
-25,098
4290
– –
0
4291
– –
0
4292
– –
-216
4293
– –
0
4294
– –
0
4295
– –
0
4296
– –
-2
4297
– –
0
4298
– –
0
4299
– –
0
4300
– –
-22
170 171
172
173 174