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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
2276
$2K ﹤0.01%
90
2277
$2K ﹤0.01%
65
2278
$2K ﹤0.01%
60
2279
$2K ﹤0.01%
163
2280
$2K ﹤0.01%
180
2281
$2K ﹤0.01%
+154
2282
$2K ﹤0.01%
+20
2283
$2K ﹤0.01%
15
2284
$2K ﹤0.01%
63
2285
$2K ﹤0.01%
+25
2286
$2K ﹤0.01%
33
2287
$2K ﹤0.01%
460
2288
$2K ﹤0.01%
94
2289
$2K ﹤0.01%
102
-357
2290
$2K ﹤0.01%
50
2291
$2K ﹤0.01%
13
2292
$2K ﹤0.01%
100
2293
$2K ﹤0.01%
60
2294
$2K ﹤0.01%
165
-30
2295
$2K ﹤0.01%
75
+10
2296
$2K ﹤0.01%
41
2297
$2K ﹤0.01%
149
2298
$2K ﹤0.01%
75
2299
$2K ﹤0.01%
22
2300
$2K ﹤0.01%
+54
90 91
92
93 94