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
826
$131K 0.01%
1,822
+1,740
827
$131K 0.01%
678
-4
828
$131K 0.01%
652
-453
829
$131K 0.01%
5,343
-701
830
$131K 0.01%
21,525
-2,666
831
$131K 0.01%
4,298
-26
832
$131K 0.01%
3,312
833
$130K 0.01%
3,492
+3,210
834
$130K 0.01%
3,014
-48
835
$129K 0.01%
593
+190
836
$129K 0.01%
1,875
-14,248
837
$129K 0.01%
8,174
-280
838
$129K 0.01%
2,702
-68
839
$129K 0.01%
4,198
840
$128K 0.01%
645
-245
841
$128K 0.01%
24,857
+166
842
$127K 0.01%
5,836
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843
$126K 0.01%
6,590
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844
$126K 0.01%
2,778
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845
$126K 0.01%
5,781
+57
846
$125K 0.01%
2,194
+1,897
847
$125K 0.01%
3,762
+217
848
$124K 0.01%
1,156
-77
849
$124K 0.01%
6,521
+3
850
$124K 0.01%
1,706
-100
32 33
34
35 36