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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
1776
$10K ﹤0.01%
421
+300
1777
$10K ﹤0.01%
160
1778
$10K ﹤0.01%
329
1779
$10K ﹤0.01%
+100
1780
$10K ﹤0.01%
336
1781
$10K ﹤0.01%
82
1782
$10K ﹤0.01%
89
-5
1783
$10K ﹤0.01%
168
-56
1784
$10K ﹤0.01%
270
1785
$10K ﹤0.01%
527
+15
1786
$10K ﹤0.01%
527
1787
$10K ﹤0.01%
326
1788
$10K ﹤0.01%
65
-16
1789
$10K ﹤0.01%
327
-127
1790
$10K ﹤0.01%
+328
1791
– –
0
1792
$10K ﹤0.01%
835
+760
1793
$10K ﹤0.01%
600
1794
$10K ﹤0.01%
2,000
+1,500
1795
$10K ﹤0.01%
109
1796
$10K ﹤0.01%
+260
1797
$10K ﹤0.01%
101
1798
$10K ﹤0.01%
118
+31
1799
$9K ﹤0.01%
801
-936
1800
$9K ﹤0.01%
78
-336
70 71
72
73 74