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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
1851
$8K ﹤0.01%
408
-223
1852
$8K ﹤0.01%
135
1853
$8K ﹤0.01%
147
-520
1854
$8K ﹤0.01%
256
-66
1855
$8K ﹤0.01%
329
-778
1856
$8K ﹤0.01%
46
1857
$8K ﹤0.01%
90
-51
1858
$8K ﹤0.01%
354
1859
$8K ﹤0.01%
49
1860
$8K ﹤0.01%
99
1861
$8K ﹤0.01%
300
1862
$8K ﹤0.01%
5,000
1863
$8K ﹤0.01%
158
1864
$8K ﹤0.01%
408
-96
1865
$8K ﹤0.01%
147
1866
$8K ﹤0.01%
+140
1867
$8K ﹤0.01%
+324
1868
$8K ﹤0.01%
+1,000
1869
$8K ﹤0.01%
229
+217
1870
$8K ﹤0.01%
2,493
1871
$8K ﹤0.01%
293
+100
1872
$8K ﹤0.01%
112
1873
$8K ﹤0.01%
500
1874
$8K ﹤0.01%
186
1875
$8K ﹤0.01%
104
73 74
75
76 77