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
1951
$6K ﹤0.01%
101
1952
$6K ﹤0.01%
+100
1953
$6K ﹤0.01%
+160
1954
$6K ﹤0.01%
424
+49
1955
$6K ﹤0.01%
62
1956
$6K ﹤0.01%
88
-77
1957
$6K ﹤0.01%
203
1958
$6K ﹤0.01%
68
1959
$6K ﹤0.01%
112
1960
$6K ﹤0.01%
+300
1961
$6K ﹤0.01%
167
-22
1962
$6K ﹤0.01%
155
+20
1963
$6K ﹤0.01%
769
1964
$6K ﹤0.01%
113
1965
$6K ﹤0.01%
210
1966
$6K ﹤0.01%
75
1967
$6K ﹤0.01%
154
1968
$6K ﹤0.01%
191
-175
1969
$6K ﹤0.01%
109
+22
1970
$6K ﹤0.01%
113
-7,071
1971
$6K ﹤0.01%
70
-2
1972
$6K ﹤0.01%
60
-228
1973
$6K ﹤0.01%
161
1974
$6K ﹤0.01%
+160
1975
$6K ﹤0.01%
88
+15
77 78
79
80 81