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
2176
$3K ﹤0.01%
95
+25
2177
$3K ﹤0.01%
60
2178
$3K ﹤0.01%
55
2179
$3K ﹤0.01%
+75
2180
$3K ﹤0.01%
530
-24,900
2181
$3K ﹤0.01%
117
+9
2182
$3K ﹤0.01%
+55
2183
$3K ﹤0.01%
13
-44
2184
$3K ﹤0.01%
146
+25
2185
$3K ﹤0.01%
44
2186
$3K ﹤0.01%
207
2187
$3K ﹤0.01%
65
2188
$3K ﹤0.01%
70
-250
2189
$3K ﹤0.01%
95
2190
$3K ﹤0.01%
53
-30
2191
$3K ﹤0.01%
1,352
2192
$3K ﹤0.01%
43
2193
$3K ﹤0.01%
124
-219
2194
$3K ﹤0.01%
300
2195
$3K ﹤0.01%
+26
2196
$3K ﹤0.01%
163
+44
2197
$3K ﹤0.01%
27
2198
$3K ﹤0.01%
56
2199
$3K ﹤0.01%
89
2200
$3K ﹤0.01%
+109
86 87
88
89 90