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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
1551
$20K ﹤0.01%
574
+387
1552
$20K ﹤0.01%
233
+84
1553
$20K ﹤0.01%
770
1554
$20K ﹤0.01%
520
1555
$20K ﹤0.01%
250
+50
1556
$20K ﹤0.01%
5
+3
1557
$20K ﹤0.01%
433
+91
1558
$20K ﹤0.01%
154
+150
1559
$20K ﹤0.01%
1,807
+1,347
1560
$20K ﹤0.01%
700
+290
1561
$20K ﹤0.01%
60
+39
1562
$19K ﹤0.01%
278
1563
$19K ﹤0.01%
239
-3
1564
$19K ﹤0.01%
110
+11
1565
$19K ﹤0.01%
203
-148
1566
$19K ﹤0.01%
1,000
1567
$19K ﹤0.01%
2,515
-296
1568
$19K ﹤0.01%
496
+60
1569
$19K ﹤0.01%
605
+255
1570
$19K ﹤0.01%
322
-146
1571
$19K ﹤0.01%
+500
1572
$19K ﹤0.01%
1,450
-1,646
1573
$19K ﹤0.01%
+687
1574
$19K ﹤0.01%
87
-25
1575
$19K ﹤0.01%
401
-465
61 62
63
64 65