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
1926
$7K ﹤0.01%
456
1927
$7K ﹤0.01%
236
+4
1928
$7K ﹤0.01%
159
+50
1929
$7K ﹤0.01%
+2,200
1930
$6K ﹤0.01%
75
1931
$6K ﹤0.01%
+330
1932
$6K ﹤0.01%
61
1933
$6K ﹤0.01%
+120
1934
$6K ﹤0.01%
492
+71
1935
$6K ﹤0.01%
100
1936
$6K ﹤0.01%
179
1937
$6K ﹤0.01%
22
-2
1938
$6K ﹤0.01%
+200
1939
$6K ﹤0.01%
+275
1940
$6K ﹤0.01%
530
1941
$6K ﹤0.01%
+92
1942
$6K ﹤0.01%
300
1943
$6K ﹤0.01%
150
1944
$6K ﹤0.01%
3,465
1945
$6K ﹤0.01%
166
-70
1946
$6K ﹤0.01%
53
-80
1947
$6K ﹤0.01%
105
+18
1948
$6K ﹤0.01%
+32,579
1949
$6K ﹤0.01%
485
1950
$6K ﹤0.01%
522
-2,000
76 77
78
79 80