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
1101
$69K ﹤0.01%
1,330
-293
1102
$69K ﹤0.01%
1,987
-3,123
1103
$69K ﹤0.01%
1,420
+1,122
1104
$68K ﹤0.01%
1,460
1105
$68K ﹤0.01%
1,519
+55
1106
$68K ﹤0.01%
821
+190
1107
$68K ﹤0.01%
+500
1108
$68K ﹤0.01%
190
+31
1109
$67K ﹤0.01%
1,312
+130
1110
$67K ﹤0.01%
141
+2
1111
$67K ﹤0.01%
2,437
1112
$67K ﹤0.01%
1,819
1113
$67K ﹤0.01%
685
-17
1114
$66K ﹤0.01%
465
+88
1115
$66K ﹤0.01%
2,407
+43
1116
$66K ﹤0.01%
3,092
-2,753
1117
$66K ﹤0.01%
1,806
+164
1118
$66K ﹤0.01%
900
-74
1119
$66K ﹤0.01%
85
-2
1120
$66K ﹤0.01%
1,804
+1,075
1121
$65K ﹤0.01%
1,597
-7
1122
$65K ﹤0.01%
9,722
1123
$65K ﹤0.01%
1,615
1124
$65K ﹤0.01%
300
-51
1125
$65K ﹤0.01%
9,661
+8,719
43 44
45
46 47