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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
2001
$5K ﹤0.01%
36
2002
$5K ﹤0.01%
41
-7
2003
$5K ﹤0.01%
375
2004
$5K ﹤0.01%
816
2005
$5K ﹤0.01%
500
2006
$5K ﹤0.01%
94
2007
$5K ﹤0.01%
+200
2008
$5K ﹤0.01%
392
+360
2009
$5K ﹤0.01%
262
2010
$5K ﹤0.01%
762
+532
2011
– –
0
2012
$5K ﹤0.01%
+1,371
2013
$5K ﹤0.01%
207
-59
2014
$5K ﹤0.01%
209
2015
$5K ﹤0.01%
259
2016
$5K ﹤0.01%
89
-62
2017
$5K ﹤0.01%
143
+43
2018
$5K ﹤0.01%
632
+332
2019
$5K ﹤0.01%
200
-5,110
2020
$5K ﹤0.01%
2
2021
$5K ﹤0.01%
+140
2022
$5K ﹤0.01%
465
2023
$5K ﹤0.01%
76
2024
$5K ﹤0.01%
+1,607
2025
$5K ﹤0.01%
84
-91
79 80
81
82 83