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
501
$366K 0.02%
9,005
+4,938
502
$365K 0.02%
13,355
503
$362K 0.02%
13,390
-5,313
504
$362K 0.02%
1,981
-5
505
$361K 0.02%
9,609
-3,544
506
$357K 0.02%
7,265
+1,157
507
$355K 0.02%
3,870
-7,717
508
$355K 0.02%
6,642
+4,944
509
$354K 0.02%
14,220
-6,569
510
$353K 0.02%
915
+25
511
$353K 0.02%
12,286
-1,167
512
$351K 0.02%
6,761
+2,056
513
$350K 0.02%
2,209
+504
514
$350K 0.02%
5,635
-5,854
515
$349K 0.02%
12,868
-22,355
516
$348K 0.02%
6,333
+2,752
517
$348K 0.02%
4,529
-248
518
$348K 0.02%
3,580
+68
519
$348K 0.02%
7,171
+559
520
$348K 0.02%
5,701
-1,715
521
$347K 0.02%
11,649
-14,311
522
$341K 0.02%
14,480
-710
523
$337K 0.02%
2,884
+712
524
$335K 0.02%
250
525
$335K 0.02%
10,167
-382
19 20
21
22 23