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
1376
$31K ﹤0.01%
1,559
+1,196
1377
$31K ﹤0.01%
451
-1
1378
$31K ﹤0.01%
869
+426
1379
$31K ﹤0.01%
1,469
+70
1380
$31K ﹤0.01%
449
+62
1381
$31K ﹤0.01%
6,954
-1,110
1382
$31K ﹤0.01%
2,159
-69
1383
$30K ﹤0.01%
765
1384
$30K ﹤0.01%
560
+74
1385
$30K ﹤0.01%
+1,725
1386
$30K ﹤0.01%
484
1387
$30K ﹤0.01%
440
+29
1388
$30K ﹤0.01%
784
-4
1389
$30K ﹤0.01%
1,870
+631
1390
$30K ﹤0.01%
160
1391
$30K ﹤0.01%
248
1392
$30K ﹤0.01%
+992
1393
$30K ﹤0.01%
1,025
+5
1394
$30K ﹤0.01%
880
1395
$30K ﹤0.01%
+2,038
1396
$30K ﹤0.01%
489
1397
$30K ﹤0.01%
346
1398
$30K ﹤0.01%
261
-37
1399
$29K ﹤0.01%
1,110
+224
1400
$29K ﹤0.01%
3,060
+238
54 55
56
57 58