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
751
$160K 0.01%
1,987
+8
752
$160K 0.01%
1,379
+14
753
$160K 0.01%
4,699
+2,124
754
$159K 0.01%
11,431
+10,648
755
$159K 0.01%
+7,179
756
$157K 0.01%
3,902
-14,297
757
$156K 0.01%
3,576
-3,534
758
$155K 0.01%
6,250
-1,400
759
$155K 0.01%
3,656
-462
760
$155K 0.01%
3,747
-412
761
$155K 0.01%
1,378
-17
762
$154K 0.01%
5,170
-2,257
763
$154K 0.01%
1,375
+480
764
$153K 0.01%
4,205
+307
765
$153K 0.01%
1,413
-600
766
$153K 0.01%
7,068
-841
767
$153K 0.01%
8,270
-872
768
$152K 0.01%
1,364
-39
769
$152K 0.01%
2,048
-7
770
$152K 0.01%
+6,064
771
$151K 0.01%
+3,793
772
$151K 0.01%
850
-280
773
$151K 0.01%
6,216
+2,104
774
$151K 0.01%
8,355
+629
775
$151K 0.01%
1,456
+96
29 30
31
32 33