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
1651
$15K ﹤0.01%
401
-155
1652
$15K ﹤0.01%
346
+46
1653
$15K ﹤0.01%
184
1654
$15K ﹤0.01%
890
-64
1655
$15K ﹤0.01%
915
1656
$15K ﹤0.01%
1,241
-61
1657
$15K ﹤0.01%
750
1658
$15K ﹤0.01%
3
1659
$15K ﹤0.01%
110
1660
$15K ﹤0.01%
525
1661
$14K ﹤0.01%
1,667
1662
$14K ﹤0.01%
283
1663
$14K ﹤0.01%
+1,000
1664
$14K ﹤0.01%
700
+100
1665
$14K ﹤0.01%
480
1666
$14K ﹤0.01%
1,351
-315
1667
$14K ﹤0.01%
68
-34
1668
$14K ﹤0.01%
1,215
-300
1669
$14K ﹤0.01%
119
-50
1670
$14K ﹤0.01%
78
+3
1671
$14K ﹤0.01%
2,884
+2,774
1672
$14K ﹤0.01%
38
-262
1673
$14K ﹤0.01%
39
+6
1674
$14K ﹤0.01%
81
1675
$14K ﹤0.01%
470
-1,100
65 66
67
68 69