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
576
$277K 0.02%
9,735
+460
577
$273K 0.02%
1,277
+31
578
$273K 0.02%
976
-852
579
$272K 0.02%
5,003
-2,114
580
$269K 0.02%
10,375
+171
581
$269K 0.02%
4,663
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582
$268K 0.02%
8,480
583
$267K 0.02%
3,679
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584
$266K 0.02%
5,111
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585
$266K 0.02%
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586
$265K 0.02%
1,630
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587
$264K 0.02%
1,783
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588
$262K 0.02%
16,795
+320
589
$261K 0.02%
2,194
+175
590
$260K 0.02%
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-9,843
591
$260K 0.02%
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593
$259K 0.02%
5,060
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$259K 0.02%
6,530
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595
$258K 0.02%
9,031
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596
$257K 0.02%
4,033
-1,070
597
$257K 0.02%
8,442
+8,062
598
$256K 0.02%
9,640
599
$256K 0.02%
1,633
+192
600
$256K 0.02%
1,817
-51
22 23
24
25 26