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
1876
$8K ﹤0.01%
104
1877
$8K ﹤0.01%
901
-1,020
1878
$8K ﹤0.01%
791
1879
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147
1880
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155
1881
$8K ﹤0.01%
268
-310
1882
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125
1883
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26
1884
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25
1885
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73
-2
1886
$7K ﹤0.01%
160
-413
1887
$7K ﹤0.01%
802
-213
1888
$7K ﹤0.01%
864
1889
$7K ﹤0.01%
338
1890
$7K ﹤0.01%
275
-4,205
1891
$7K ﹤0.01%
245
1892
$7K ﹤0.01%
+80
1893
$7K ﹤0.01%
22
1894
$7K ﹤0.01%
112
-490
1895
$7K ﹤0.01%
720
+7
1896
$7K ﹤0.01%
222
+28
1897
$7K ﹤0.01%
115
+35
1898
$7K ﹤0.01%
15
1899
$7K ﹤0.01%
130
+1
1900
$7K ﹤0.01%
280
+200
74 75
76
77 78