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
651
$222K 0.01%
23,681
-201
652
$222K 0.01%
5,325
+3,443
653
$221K 0.01%
10,585
+8,210
654
$219K 0.01%
2,233
+176
655
$219K 0.01%
2,344
+2,132
656
$219K 0.01%
5,602
-67
657
$216K 0.01%
906
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658
$215K 0.01%
7,618
+861
659
$215K 0.01%
2,316
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660
$214K 0.01%
4,440
661
$214K 0.01%
1,447
-39
662
$214K 0.01%
1,208
-31
663
$213K 0.01%
5,793
+152
664
$213K 0.01%
2,100
+72
665
$211K 0.01%
2,646
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666
$210K 0.01%
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667
$209K 0.01%
1,692
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668
$208K 0.01%
1,656
-18
669
$207K 0.01%
11,510
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670
$207K 0.01%
2,129
-17
671
$206K 0.01%
2,662
-372
672
$205K 0.01%
3,505
-191
673
$204K 0.01%
8,329
-321
674
$204K 0.01%
1,861
-110
675
$204K 0.01%
7,786
+191
25 26
27
28 29