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
851
$124K 0.01%
+6,560
852
$124K 0.01%
4,571
+325
853
$123K 0.01%
3,258
854
$123K 0.01%
2,361
-116
855
$123K 0.01%
1,073
+292
856
$123K 0.01%
1,839
-34
857
$123K 0.01%
2,421
+296
858
$123K 0.01%
6,415
859
$123K 0.01%
4,340
-4,865
860
$123K 0.01%
13,693
-4,652
861
$122K 0.01%
1,663
-5,852
862
$121K 0.01%
2
+1
863
$121K 0.01%
1,540
+309
864
$120K 0.01%
1,276
+74
865
$120K 0.01%
1,891
+37
866
$120K 0.01%
1,282
-3,828
867
$119K 0.01%
1,494
-319
868
$119K 0.01%
695
869
$118K 0.01%
+1,063
870
$117K 0.01%
1,980
+46
871
$116K 0.01%
1,792
-9
872
$116K 0.01%
+846
873
$116K 0.01%
2,110
+767
874
$116K 0.01%
2,371
+2
875
$116K 0.01%
486
-174
33 34
35
36 37