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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
2351
$2K ﹤0.01%
126
2352
$2K ﹤0.01%
16
2353
$2K ﹤0.01%
60
-24
2354
$2K ﹤0.01%
262
+102
2355
$2K ﹤0.01%
182
2356
$2K ﹤0.01%
37
2357
$2K ﹤0.01%
602
2358
$2K ﹤0.01%
135
-1
2359
$2K ﹤0.01%
280
2360
$2K ﹤0.01%
104
2361
$2K ﹤0.01%
375
2362
$2K ﹤0.01%
112
2363
$2K ﹤0.01%
88
2364
$2K ﹤0.01%
35
2365
$2K ﹤0.01%
28
2366
$2K ﹤0.01%
37
2367
$2K ﹤0.01%
+36
2368
$1K ﹤0.01%
+24
2369
$1K ﹤0.01%
135
2370
$1K ﹤0.01%
30
2371
$1K ﹤0.01%
26
2372
$1K ﹤0.01%
296
2373
$1K ﹤0.01%
149
2374
$1K ﹤0.01%
18
2375
$1K ﹤0.01%
35
93 94
95
96 97