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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
2026
$5K ﹤0.01%
100
-503
2027
$5K ﹤0.01%
109
-117
2028
$5K ﹤0.01%
104
+18
2029
$5K ﹤0.01%
129
+17
2030
$5K ﹤0.01%
113
-2
2031
$5K ﹤0.01%
+270
2032
$5K ﹤0.01%
211
-40
2033
$5K ﹤0.01%
320
-39
2034
$5K ﹤0.01%
232
2035
$5K ﹤0.01%
+650
2036
$5K ﹤0.01%
+300
2037
$5K ﹤0.01%
130
2038
$5K ﹤0.01%
+50
2039
$5K ﹤0.01%
+40
2040
$5K ﹤0.01%
1,715
2041
$5K ﹤0.01%
74
-700
2042
$5K ﹤0.01%
800
2043
$5K ﹤0.01%
59
2044
$5K ﹤0.01%
588
2045
$5K ﹤0.01%
665
2046
$5K ﹤0.01%
200
2047
$5K ﹤0.01%
500
2048
$5K ﹤0.01%
2,400
2049
$5K ﹤0.01%
200
2050
$5K ﹤0.01%
771
80 81
82
83 84