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
526
$334K 0.02%
16,753
-765
527
$332K 0.02%
6,636
+160
528
$331K 0.02%
3,697
+120
529
$327K 0.02%
8,098
-1,500
530
$327K 0.02%
1,389
+54
531
$327K 0.02%
2,741
+518
532
$324K 0.02%
10,455
-6,816
533
$324K 0.02%
12,436
-35
534
$324K 0.02%
2,724
+1,479
535
$322K 0.02%
5,012
+1,121
536
$319K 0.02%
9,237
+174
537
$318K 0.02%
13,550
-25,511
538
$317K 0.02%
5,127
+369
539
$316K 0.02%
11,966
540
$313K 0.02%
23,194
+558
541
$313K 0.02%
5,799
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542
$313K 0.02%
13,953
+1,562
543
$312K 0.02%
1,070
-11
544
$312K 0.02%
5,247
-12,230
545
$310K 0.02%
10,141
+9,802
546
$310K 0.02%
6,413
-421
547
$310K 0.02%
10,578
+8,644
548
$310K 0.02%
2,983
-846
549
$309K 0.02%
7,635
-5
550
$308K 0.02%
2,247
+730
20 21
22
23 24