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
901
$110K 0.01%
2,240
-1,708
902
$110K 0.01%
1,423
+289
903
$109K 0.01%
4,925
-113
904
$109K 0.01%
1,648
905
$109K 0.01%
1,144
+1,093
906
$109K 0.01%
110
+4
907
$109K 0.01%
1,202
908
$109K 0.01%
561
+43
909
$109K 0.01%
2,422
+2,337
910
$108K 0.01%
12,087
911
$108K 0.01%
2,618
912
$107K 0.01%
1,291
+61
913
$107K 0.01%
2,624
914
$107K 0.01%
3,100
915
$107K 0.01%
1,935
-543
916
$106K 0.01%
1,885
+9
917
$106K 0.01%
1,414
+429
918
$106K 0.01%
450
-3,412
919
$106K 0.01%
+1,900
920
$106K 0.01%
1,243
+1,181
921
$105K 0.01%
2,612
-53
922
$105K 0.01%
1,767
-24
923
$105K 0.01%
6,705
924
$104K 0.01%
2,230
925
$104K 0.01%
8,984
+1,122
35 36
37
38 39