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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
2051
$5K ﹤0.01%
302
2052
$5K ﹤0.01%
219
2053
$5K ﹤0.01%
2,500
2054
$5K ﹤0.01%
83
2055
$5K ﹤0.01%
16
2056
$5K ﹤0.01%
109
2057
$5K ﹤0.01%
110
+2
2058
$5K ﹤0.01%
206
2059
$5K ﹤0.01%
67
-30
2060
$5K ﹤0.01%
165
2061
$5K ﹤0.01%
365
+200
2062
$5K ﹤0.01%
1,305
+27
2063
$5K ﹤0.01%
104
+23
2064
$5K ﹤0.01%
+280
2065
$5K ﹤0.01%
136
+100
2066
$5K ﹤0.01%
149
-429
2067
$5K ﹤0.01%
231
2068
$5K ﹤0.01%
170
2069
$4K ﹤0.01%
271
+107
2070
$4K ﹤0.01%
+92
2071
$4K ﹤0.01%
320
-1,600
2072
$4K ﹤0.01%
338
2073
$4K ﹤0.01%
220
+12
2074
$4K ﹤0.01%
75
2075
$4K ﹤0.01%
15
81 82
83
84 85