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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
1901
$7K ﹤0.01%
25
1902
$7K ﹤0.01%
1,178
-863
1903
$7K ﹤0.01%
+500
1904
$7K ﹤0.01%
332
+50
1905
$7K ﹤0.01%
8
-11
1906
$7K ﹤0.01%
57
1907
$7K ﹤0.01%
88
1908
$7K ﹤0.01%
73
-2
1909
$7K ﹤0.01%
160
-413
1910
$7K ﹤0.01%
110
1911
$7K ﹤0.01%
802
-213
1912
$7K ﹤0.01%
864
1913
$7K ﹤0.01%
8
1914
$7K ﹤0.01%
1
1915
$7K ﹤0.01%
255
-1,126
1916
$7K ﹤0.01%
400
1917
$7K ﹤0.01%
185
1918
$7K ﹤0.01%
456
1919
$7K ﹤0.01%
236
+4
1920
$7K ﹤0.01%
159
+50
1921
$7K ﹤0.01%
338
1922
$7K ﹤0.01%
125
1923
$7K ﹤0.01%
26
1924
$7K ﹤0.01%
15
1925
$7K ﹤0.01%
200
-1,300
75 76
77
78 79