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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
2201
$3K ﹤0.01%
200
2202
$3K ﹤0.01%
34
+21
2203
– –
0
2204
$3K ﹤0.01%
105
2205
$3K ﹤0.01%
20
2206
$3K ﹤0.01%
39
-15
2207
$3K ﹤0.01%
26
2208
$3K ﹤0.01%
64
-724
2209
$3K ﹤0.01%
57
+37
2210
$3K ﹤0.01%
+100
2211
$3K ﹤0.01%
108
-25
2212
$3K ﹤0.01%
69
-25
2213
– –
0
2214
$3K ﹤0.01%
124
2215
$3K ﹤0.01%
65
2216
$3K ﹤0.01%
49
2217
$3K ﹤0.01%
172
2218
$3K ﹤0.01%
342
2219
$3K ﹤0.01%
74
2220
$3K ﹤0.01%
127
2221
$3K ﹤0.01%
226
+186
2222
$3K ﹤0.01%
97
2223
$3K ﹤0.01%
6,660
2224
$3K ﹤0.01%
+147
2225
$3K ﹤0.01%
+13
87 88
89
90 91