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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
1976
$6K ﹤0.01%
204
1977
$6K ﹤0.01%
200
1978
$6K ﹤0.01%
530
1979
$6K ﹤0.01%
169
+1
1980
$6K ﹤0.01%
227
-1,610
1981
$6K ﹤0.01%
163
1982
$6K ﹤0.01%
84
-29
1983
$6K ﹤0.01%
221
1984
$6K ﹤0.01%
+92
1985
$6K ﹤0.01%
285
-141
1986
$6K ﹤0.01%
500
1987
$6K ﹤0.01%
400
-1,136
1988
$6K ﹤0.01%
768
1989
$6K ﹤0.01%
300
1990
$6K ﹤0.01%
243
1991
$6K ﹤0.01%
3,465
1992
$6K ﹤0.01%
166
-70
1993
$6K ﹤0.01%
53
-80
1994
$6K ﹤0.01%
+35,720
1995
$6K ﹤0.01%
105
+18
1996
$6K ﹤0.01%
+32,579
1997
$6K ﹤0.01%
485
1998
$6K ﹤0.01%
179
1999
$5K ﹤0.01%
200
2000
$5K ﹤0.01%
289
+22
78 79
80
81 82