IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2151
$3K ﹤0.01%
164
2152
$3K ﹤0.01%
+100
2153
$3K ﹤0.01%
700
2154
$3K ﹤0.01%
51
2155
$3K ﹤0.01%
+26
2156
$3K ﹤0.01%
47
2157
$3K ﹤0.01%
50
-1,080
2158
$3K ﹤0.01%
100
2159
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128
2160
$3K ﹤0.01%
399
2161
$3K ﹤0.01%
38
2162
$3K ﹤0.01%
200
2163
$3K ﹤0.01%
34
+21
2164
$3K ﹤0.01%
39
-15
2165
$3K ﹤0.01%
6,660
2166
$3K ﹤0.01%
+147
2167
$3K ﹤0.01%
+13
2168
$3K ﹤0.01%
+100
2169
$3K ﹤0.01%
107
2170
$3K ﹤0.01%
+29
2171
$3K ﹤0.01%
250
-500
2172
$3K ﹤0.01%
162
2173
$3K ﹤0.01%
+100
2174
$3K ﹤0.01%
+262
2175
$3K ﹤0.01%
21
+9
85 86
87
88 89