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
2351
$2K ﹤0.01%
49
-154
2352
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99
-29
2353
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55
-729
2354
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146
2355
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2,200
2356
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19
-125
2357
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2358
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2359
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16
2360
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60
-24
2361
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262
+102
2362
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182
2363
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37
2364
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602
2365
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135
-1
2366
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2367
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104
2368
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77
-30
2369
$1K ﹤0.01%
27
2370
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25
2371
$1K ﹤0.01%
82
2372
$1K ﹤0.01%
35
2373
$1K ﹤0.01%
114
-776
2374
$1K ﹤0.01%
470
2375
$1K ﹤0.01%
69
93 94
95
96 97