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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
2226
$3K ﹤0.01%
+100
2227
$3K ﹤0.01%
200
2228
$3K ﹤0.01%
+100
2229
$3K ﹤0.01%
24
+15
2230
$3K ﹤0.01%
+50
2231
$3K ﹤0.01%
+78
2232
$3K ﹤0.01%
+42
2233
$3K ﹤0.01%
102
2234
$3K ﹤0.01%
107
2235
$3K ﹤0.01%
43
-268
2236
$3K ﹤0.01%
55
2237
$3K ﹤0.01%
27
+22
2238
$3K ﹤0.01%
2,321
-132
2239
$3K ﹤0.01%
+29
2240
$3K ﹤0.01%
250
-500
2241
$3K ﹤0.01%
107
2242
$3K ﹤0.01%
87
2243
$3K ﹤0.01%
186
2244
$2K ﹤0.01%
82
2245
$2K ﹤0.01%
+85
2246
$2K ﹤0.01%
13
-13
2247
$2K ﹤0.01%
100
-144
2248
$2K ﹤0.01%
100
2249
$2K ﹤0.01%
2,000
2250
$2K ﹤0.01%
+15
88 89
90
91 92