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
1201
$53K ﹤0.01%
4,700
1202
$53K ﹤0.01%
1,100
1203
$52K ﹤0.01%
+3,897
1204
$52K ﹤0.01%
139
+18
1205
$52K ﹤0.01%
911
+155
1206
$51K ﹤0.01%
301
+276
1207
$51K ﹤0.01%
749
-145
1208
$51K ﹤0.01%
366
1209
$51K ﹤0.01%
+1,879
1210
$51K ﹤0.01%
2,265
1211
$51K ﹤0.01%
5,957
-168
1212
$51K ﹤0.01%
321
+27
1213
$51K ﹤0.01%
168
-111
1214
$51K ﹤0.01%
976
+105
1215
$51K ﹤0.01%
40,000
+15,000
1216
$51K ﹤0.01%
1,363
-16
1217
$50K ﹤0.01%
1,315
-12
1218
$50K ﹤0.01%
1,104
+61
1219
$50K ﹤0.01%
894
1220
$50K ﹤0.01%
1,662
+9
1221
$50K ﹤0.01%
1,050
1222
$50K ﹤0.01%
1,795
-111
1223
$50K ﹤0.01%
+1,909
1224
$50K ﹤0.01%
2,361
-47
1225
$50K ﹤0.01%
2,329
-289
47 48
49
50 51