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
2326
$2K ﹤0.01%
100
2327
$2K ﹤0.01%
2,000
2328
$2K ﹤0.01%
110
2329
$2K ﹤0.01%
56
2330
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+32
2331
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44
2332
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150
2333
$2K ﹤0.01%
65
2334
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53
2335
$2K ﹤0.01%
+51
2336
$2K ﹤0.01%
15
2337
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181
-63
2338
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119
2339
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25
-180
2340
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89
+54
2341
$2K ﹤0.01%
+100
2342
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2343
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+100
2344
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+100
2345
$2K ﹤0.01%
23
-77
2346
$2K ﹤0.01%
100
2347
$2K ﹤0.01%
69
2348
$2K ﹤0.01%
+15
2349
$2K ﹤0.01%
140
2350
$2K ﹤0.01%
25
92 93
94
95 96