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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
2176
$3K ﹤0.01%
43
2177
$3K ﹤0.01%
124
-219
2178
$3K ﹤0.01%
+26
2179
$3K ﹤0.01%
47
2180
$3K ﹤0.01%
300
2181
$3K ﹤0.01%
50
-1,080
2182
$3K ﹤0.01%
100
2183
$3K ﹤0.01%
128
2184
$3K ﹤0.01%
+26
2185
$3K ﹤0.01%
163
+44
2186
$3K ﹤0.01%
27
2187
$3K ﹤0.01%
56
2188
$3K ﹤0.01%
89
2189
$3K ﹤0.01%
+109
2190
$3K ﹤0.01%
+175
2191
$3K ﹤0.01%
44
-4
2192
$3K ﹤0.01%
17
2193
$3K ﹤0.01%
129
2194
$3K ﹤0.01%
297
+62
2195
$3K ﹤0.01%
399
2196
$3K ﹤0.01%
38
2197
$3K ﹤0.01%
379
-1,026
2198
$3K ﹤0.01%
17
2199
$3K ﹤0.01%
+33
2200
$3K ﹤0.01%
155
86 87
88
89 90