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
951
$99K 0.01%
3,904
+64
952
$99K 0.01%
5,791
+3,639
953
$99K 0.01%
1,832
-1,748
954
$99K 0.01%
10,000
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955
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411
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956
$98K 0.01%
416
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957
$98K 0.01%
9,375
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958
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959
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322
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960
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3,952
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961
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1,530
962
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589
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963
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4,221
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964
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965
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969
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21,926
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1,350
971
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346
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19,242
-3,922
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$94K 0.01%
2,305
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$94K 0.01%
1,342
975
$94K 0.01%
1,200
-8
37 38
39
40 41