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
601
$255K 0.02%
3,234
+2,743
602
$255K 0.02%
5,085
-1,636
603
$255K 0.02%
5,032
+183
604
$254K 0.02%
13,118
+581
605
$253K 0.02%
3,056
-432
606
$251K 0.02%
10,104
+42
607
$250K 0.01%
3,127
+26
608
$250K 0.01%
4,906
-850
609
$249K 0.01%
6,054
+543
610
$249K 0.01%
4,115
+240
611
$248K 0.01%
11,242
+173
612
$248K 0.01%
4,516
+384
613
$247K 0.01%
4,854
+1,109
614
$246K 0.01%
4,180
-1,132
615
$244K 0.01%
6,296
+417
616
$244K 0.01%
13,778
+1,115
617
$244K 0.01%
12,348
+8,794
618
$243K 0.01%
3,040
-593
619
$242K 0.01%
30,349
+111
620
$240K 0.01%
15,421
+5,481
621
$240K 0.01%
12,590
-694
622
$239K 0.01%
2,069
-256
623
$239K 0.01%
3,892
+345
624
$237K 0.01%
3,144
-1,500
625
$237K 0.01%
1,595
+65
23 24
25
26 27