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
2201
$3K ﹤0.01%
+175
2202
$3K ﹤0.01%
44
-4
2203
$3K ﹤0.01%
17
2204
$3K ﹤0.01%
129
2205
$3K ﹤0.01%
297
+62
2206
$3K ﹤0.01%
379
-1,026
2207
$3K ﹤0.01%
17
2208
$3K ﹤0.01%
+33
2209
$3K ﹤0.01%
155
2210
– –
0
2211
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105
2212
$3K ﹤0.01%
20
2213
$3K ﹤0.01%
26
2214
$3K ﹤0.01%
64
-724
2215
$3K ﹤0.01%
57
+37
2216
$3K ﹤0.01%
+100
2217
$3K ﹤0.01%
108
-25
2218
$3K ﹤0.01%
69
-25
2219
– –
0
2220
$3K ﹤0.01%
124
2221
$3K ﹤0.01%
65
2222
$3K ﹤0.01%
49
2223
$3K ﹤0.01%
172
2224
$3K ﹤0.01%
342
2225
$3K ﹤0.01%
74
87 88
89
90 91