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
1451
$26K ﹤0.01%
616
1452
$26K ﹤0.01%
750
1453
$26K ﹤0.01%
486
-595
1454
$26K ﹤0.01%
113
+60
1455
$26K ﹤0.01%
1,017
+17
1456
$26K ﹤0.01%
651
-1,027
1457
$26K ﹤0.01%
884
-1,817
1458
$26K ﹤0.01%
241
1459
$26K ﹤0.01%
499
1460
$26K ﹤0.01%
1,150
+1,000
1461
$25K ﹤0.01%
+213
1462
$25K ﹤0.01%
200
-199
1463
$25K ﹤0.01%
343
1464
$25K ﹤0.01%
103
-49
1465
$25K ﹤0.01%
481
1466
$25K ﹤0.01%
2,514
+158
1467
$25K ﹤0.01%
1,452
-64
1468
$25K ﹤0.01%
782
-1,239
1469
$25K ﹤0.01%
209
+12
1470
$25K ﹤0.01%
2,129
+147
1471
$25K ﹤0.01%
841
+641
1472
$25K ﹤0.01%
509
1473
$25K ﹤0.01%
113
+93
1474
$25K ﹤0.01%
+315
1475
$25K ﹤0.01%
500
57 58
59
60 61