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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
4651
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0
4652
$0 ﹤0.01%
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4653
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4654
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1
4655
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4656
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4657
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4658
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4659
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-40
4660
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4661
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4662
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4663
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0
4664
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0
4665
– –
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4666
– –
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4667
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0
4668
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0
4669
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4670
$0 ﹤0.01%
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4671
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0
4672
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-750
4673
– –
-5,000
4674
– –
0
4675
$0 ﹤0.01%
5
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185 186
187
188 189