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
876
$116K 0.01%
405
-7
877
$116K 0.01%
4,204
+104
878
$115K 0.01%
4,567
-692
879
$115K 0.01%
3,562
-505
880
$115K 0.01%
736
+273
881
$115K 0.01%
3,292
+1,784
882
$115K 0.01%
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-683
883
$114K 0.01%
1,877
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884
$114K 0.01%
2,140
+466
885
$114K 0.01%
7,194
-127
886
$114K 0.01%
1,585
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887
$114K 0.01%
60
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888
$113K 0.01%
625
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889
$113K 0.01%
510
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890
$113K 0.01%
4,284
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891
$113K 0.01%
7,386
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85,016
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$113K 0.01%
576
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895
$112K 0.01%
3,095
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896
$112K 0.01%
616
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897
$111K 0.01%
1,402
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$111K 0.01%
1,605
-11
899
$111K 0.01%
1,135
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900
$111K 0.01%
1,175
+1,001
34 35
36
37 38