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
426
$489K 0.03%
50,129
-3,739
427
$483K 0.03%
18,788
+3,486
428
$481K 0.03%
2,265
-538
429
$480K 0.03%
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-323
430
$479K 0.03%
19,252
+68
431
$477K 0.03%
9,308
-46
432
$477K 0.03%
6,235
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433
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29,876
-7,403
434
$470K 0.03%
756
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435
$469K 0.03%
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436
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4,566
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437
$458K 0.03%
9,787
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438
$458K 0.03%
16,917
-13,074
439
$457K 0.03%
5,594
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440
$456K 0.03%
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441
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442
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443
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444
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445
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5,631
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446
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8,710
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448
$452K 0.03%
10,221
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449
$451K 0.03%
9,085
+8,475
450
$448K 0.03%
17,241
-891
16 17
18
19 20