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
476
$403K 0.02%
15,609
+5
477
$400K 0.02%
12,871
-6,204
478
$400K 0.02%
3,615
+1,424
479
$395K 0.02%
14,760
-13,793
480
$393K 0.02%
7,267
+311
481
$393K 0.02%
7,642
+6,899
482
$392K 0.02%
8,308
+1,428
483
$388K 0.02%
7,921
+3,225
484
$387K 0.02%
19,786
+1,927
485
$387K 0.02%
1,208
+70
486
$386K 0.02%
8,394
-389
487
$385K 0.02%
9,500
-3,000
488
$384K 0.02%
9,094
-1,128
489
$382K 0.02%
9,360
+558
490
$381K 0.02%
11,590
-1,347
491
$380K 0.02%
6,996
+1,736
492
$379K 0.02%
2,241
-2,916
493
$378K 0.02%
13,472
494
$377K 0.02%
+14,520
495
$376K 0.02%
3,703
-84
496
$375K 0.02%
22,654
+2,596
497
$375K 0.02%
4,620
+694
498
$373K 0.02%
2,274
+324
499
$371K 0.02%
13,395
-3,794
500
$370K 0.02%
9,613
+710
18 19
20
21 22