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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
1876
$8K ﹤0.01%
901
-1,020
1877
$8K ﹤0.01%
791
1878
– –
0
1879
$8K ﹤0.01%
900
1880
$8K ﹤0.01%
+1,650
1881
$8K ﹤0.01%
166
1882
$7K ﹤0.01%
245
1883
$7K ﹤0.01%
+80
1884
$7K ﹤0.01%
22
1885
$7K ﹤0.01%
112
-490
1886
$7K ﹤0.01%
+2,200
1887
$7K ﹤0.01%
720
+7
1888
$7K ﹤0.01%
222
+28
1889
$7K ﹤0.01%
115
+35
1890
$7K ﹤0.01%
130
+1
1891
$7K ﹤0.01%
280
+200
1892
$7K ﹤0.01%
90
1893
$7K ﹤0.01%
541
1894
$7K ﹤0.01%
140
1895
$7K ﹤0.01%
256
+2
1896
$7K ﹤0.01%
2,012
+2,000
1897
$7K ﹤0.01%
31
-204
1898
$7K ﹤0.01%
223
1899
$7K ﹤0.01%
416
1900
$7K ﹤0.01%
275
-4,205
74 75
76
77 78