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
1826
$9K ﹤0.01%
334
+85
1827
$9K ﹤0.01%
179
1828
$9K ﹤0.01%
664
1829
$9K ﹤0.01%
297
+98
1830
$9K ﹤0.01%
1,200
1831
$9K ﹤0.01%
300
1832
$9K ﹤0.01%
100
1833
$9K ﹤0.01%
148
1834
$9K ﹤0.01%
1,000
-57
1835
$9K ﹤0.01%
+381
1836
$8K ﹤0.01%
+1,650
1837
$8K ﹤0.01%
166
1838
$8K ﹤0.01%
125
+85
1839
$8K ﹤0.01%
187
-480
1840
$8K ﹤0.01%
2,118
-964
1841
$8K ﹤0.01%
229
+217
1842
$8K ﹤0.01%
+140
1843
$8K ﹤0.01%
+324
1844
$8K ﹤0.01%
+1,000
1845
$8K ﹤0.01%
2,493
1846
$8K ﹤0.01%
293
+100
1847
$8K ﹤0.01%
112
1848
$8K ﹤0.01%
500
1849
– –
0
1850
$8K ﹤0.01%
900
72 73
74
75 76