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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
2076
$4K ﹤0.01%
1,693
2077
$4K ﹤0.01%
2
-3
2078
$4K ﹤0.01%
405
2079
$4K ﹤0.01%
249
2080
$4K ﹤0.01%
97
+49
2081
$4K ﹤0.01%
79
-213
2082
$4K ﹤0.01%
209
-114
2083
$4K ﹤0.01%
55
-62
2084
$4K ﹤0.01%
109
2085
$4K ﹤0.01%
111
2086
$4K ﹤0.01%
1,218
2087
$4K ﹤0.01%
260
2088
$4K ﹤0.01%
78
-87
2089
$4K ﹤0.01%
307
+84
2090
$4K ﹤0.01%
500
2091
$4K ﹤0.01%
123
2092
$4K ﹤0.01%
128
2093
$4K ﹤0.01%
136
2094
$4K ﹤0.01%
278
2095
$4K ﹤0.01%
80
2096
$4K ﹤0.01%
213
2097
$4K ﹤0.01%
113
2098
$4K ﹤0.01%
599
2099
$4K ﹤0.01%
80
2100
$4K ﹤0.01%
25
82 83
84
85 86