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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1526
$21K ﹤0.01%
34
+29
1527
$21K ﹤0.01%
+500
1528
$21K ﹤0.01%
1,146
+313
1529
$21K ﹤0.01%
244
+46
1530
$21K ﹤0.01%
1,040
+69
1531
$21K ﹤0.01%
774
1532
$21K ﹤0.01%
78
+46
1533
$21K ﹤0.01%
10,500
1534
$21K ﹤0.01%
225
+185
1535
$21K ﹤0.01%
1,516
1536
$20K ﹤0.01%
452
-250
1537
$20K ﹤0.01%
8,850
-8,228
1538
$20K ﹤0.01%
+1,289
1539
$20K ﹤0.01%
929
-1,855
1540
$20K ﹤0.01%
479
-300
1541
$20K ﹤0.01%
465
1542
$20K ﹤0.01%
701
+45
1543
$20K ﹤0.01%
2,161
+500
1544
$20K ﹤0.01%
1,429
1545
$20K ﹤0.01%
742
+185
1546
$20K ﹤0.01%
3,373
1547
$20K ﹤0.01%
+1,120
1548
$20K ﹤0.01%
563
+12
1549
$20K ﹤0.01%
450
+253
1550
$20K ﹤0.01%
108
60 61
62
63 64