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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
2301
$2K ﹤0.01%
31
2302
$2K ﹤0.01%
75
-175
2303
$2K ﹤0.01%
97
2304
$2K ﹤0.01%
168
+132
2305
$2K ﹤0.01%
+106
2306
$2K ﹤0.01%
40
2307
$2K ﹤0.01%
143
2308
$2K ﹤0.01%
57
2309
$2K ﹤0.01%
194
2310
$2K ﹤0.01%
56
-23
2311
$2K ﹤0.01%
110
2312
$2K ﹤0.01%
56
2313
$2K ﹤0.01%
+32
2314
$2K ﹤0.01%
44
2315
$2K ﹤0.01%
150
2316
$2K ﹤0.01%
65
2317
$2K ﹤0.01%
53
2318
$2K ﹤0.01%
+51
2319
$2K ﹤0.01%
15
2320
$2K ﹤0.01%
181
-63
2321
$2K ﹤0.01%
119
2322
$2K ﹤0.01%
25
-180
2323
$2K ﹤0.01%
89
+54
2324
$2K ﹤0.01%
+100
2325
$2K ﹤0.01%
98
91 92
93
94 95