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IA

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
1826
$9K ﹤0.01%
1,200
1827
$9K ﹤0.01%
300
1828
$9K ﹤0.01%
100
1829
$9K ﹤0.01%
498
+184
1830
$9K ﹤0.01%
148
1831
$9K ﹤0.01%
1,000
-57
1832
$9K ﹤0.01%
329
1833
$9K ﹤0.01%
4,021
+4,000
1834
$9K ﹤0.01%
327
+39
1835
$9K ﹤0.01%
996
1836
$8K ﹤0.01%
87
+20
1837
$8K ﹤0.01%
244
1838
$8K ﹤0.01%
200
1839
$8K ﹤0.01%
125
+85
1840
$8K ﹤0.01%
187
-480
1841
$8K ﹤0.01%
2,118
-964
1842
$8K ﹤0.01%
130
1843
$8K ﹤0.01%
46
+12
1844
$8K ﹤0.01%
155
1845
$8K ﹤0.01%
268
-310
1846
$8K ﹤0.01%
223
1847
$8K ﹤0.01%
315
1848
$8K ﹤0.01%
242
1849
$8K ﹤0.01%
1,198
1850
$8K ﹤0.01%
77
-16
72 73
74
75 76