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
1626
$16K ﹤0.01%
276
-178
1627
$16K ﹤0.01%
537
1628
$16K ﹤0.01%
+1,967
1629
$16K ﹤0.01%
375
1630
$16K ﹤0.01%
135
1631
$16K ﹤0.01%
490
1632
$16K ﹤0.01%
326
+48
1633
$16K ﹤0.01%
321
+64
1634
$16K ﹤0.01%
471
+271
1635
$16K ﹤0.01%
500
1636
$15K ﹤0.01%
153
+18
1637
$15K ﹤0.01%
349
+5
1638
$15K ﹤0.01%
96
1639
$15K ﹤0.01%
264
1640
$15K ﹤0.01%
437
1641
$15K ﹤0.01%
488
+50
1642
$15K ﹤0.01%
1,002
-12
1643
$15K ﹤0.01%
1,234
+240
1644
$15K ﹤0.01%
897
1645
$15K ﹤0.01%
383
1646
$15K ﹤0.01%
300
1647
$15K ﹤0.01%
210
1648
$15K ﹤0.01%
520
-2,120
1649
$15K ﹤0.01%
189
+180
1650
$15K ﹤0.01%
525
64 65
66
67 68