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
1051
$79K ﹤0.01%
817
-24
1052
$78K ﹤0.01%
1,763
-13,412
1053
$78K ﹤0.01%
723
-11
1054
$78K ﹤0.01%
1,389
+76
1055
$78K ﹤0.01%
310
-50
1056
$77K ﹤0.01%
2,031
-28,960
1057
$77K ﹤0.01%
2,850
-464
1058
$77K ﹤0.01%
1,503
+65
1059
$77K ﹤0.01%
3,005
1060
$77K ﹤0.01%
4,360
-5,174
1061
$77K ﹤0.01%
832
+261
1062
$77K ﹤0.01%
3,449
+42
1063
$77K ﹤0.01%
+200
1064
$76K ﹤0.01%
1,005
+27
1065
$76K ﹤0.01%
2,822
+2,768
1066
$76K ﹤0.01%
2,869
+8
1067
$76K ﹤0.01%
2,000
1068
$75K ﹤0.01%
2,780
-20,685
1069
$75K ﹤0.01%
2,869
+219
1070
$75K ﹤0.01%
920
+190
1071
$75K ﹤0.01%
1,200
-400
1072
$75K ﹤0.01%
567
-350
1073
$74K ﹤0.01%
316
-367
1074
$74K ﹤0.01%
350
+11
1075
$73K ﹤0.01%
1,750
-725
41 42
43
44 45