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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
2101
$4K ﹤0.01%
184
2102
$4K ﹤0.01%
417
2103
$4K ﹤0.01%
60
+10
2104
$4K ﹤0.01%
100
2105
$4K ﹤0.01%
88
+30
2106
$4K ﹤0.01%
100
2107
$4K ﹤0.01%
80
+57
2108
$4K ﹤0.01%
204
2109
$4K ﹤0.01%
52
+1
2110
$4K ﹤0.01%
126
+18
2111
$4K ﹤0.01%
89
2112
$4K ﹤0.01%
582
-290
2113
$4K ﹤0.01%
91
+9
2114
$4K ﹤0.01%
47
+23
2115
$4K ﹤0.01%
+101
2116
$4K ﹤0.01%
416
-303
2117
$4K ﹤0.01%
100
2118
$4K ﹤0.01%
575
2119
$4K ﹤0.01%
29
2120
$4K ﹤0.01%
1,231
2121
$4K ﹤0.01%
38
+11
2122
$4K ﹤0.01%
81
2123
$4K ﹤0.01%
88
2124
$4K ﹤0.01%
506
-443
2125
$4K ﹤0.01%
93
83 84
85
86 87