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
801
$141K 0.01%
999
+654
802
$140K 0.01%
2,389
-1,765
803
$140K 0.01%
3,316
804
$140K 0.01%
4,252
+637
805
$139K 0.01%
3,625
+1,416
806
$139K 0.01%
1,583
-274
807
$139K 0.01%
1,006
-293
808
$139K 0.01%
1,656
-450
809
$137K 0.01%
1,703
-14
810
$137K 0.01%
+6,832
811
$137K 0.01%
5,461
+70
812
$136K 0.01%
747
+4
813
$136K 0.01%
1,058
-43
814
$135K 0.01%
4,782
-48
815
$135K 0.01%
8,625
+3,545
816
$134K 0.01%
2,642
-22
817
$134K 0.01%
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818
$133K 0.01%
3,711
-4
819
$133K 0.01%
4,512
820
$133K 0.01%
2,068
+659
821
$132K 0.01%
597
+83
822
$132K 0.01%
5,212
823
$132K 0.01%
1,326
+173
824
$132K 0.01%
2,635
+1,074
825
$131K 0.01%
1,119
+28
31 32
33
34 35