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IA

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
2376
$1K ﹤0.01%
17
2377
$1K ﹤0.01%
19
2378
$1K ﹤0.01%
+400
2379
$1K ﹤0.01%
100
-100
2380
$1K ﹤0.01%
84
2381
$1K ﹤0.01%
+45
2382
$1K ﹤0.01%
200
2383
$1K ﹤0.01%
38
2384
$1K ﹤0.01%
+1,000
2385
$1K ﹤0.01%
+102
2386
$1K ﹤0.01%
34
2387
$1K ﹤0.01%
1,000
2388
$1K ﹤0.01%
+33
2389
$1K ﹤0.01%
19
2390
$1K ﹤0.01%
136
2391
$1K ﹤0.01%
31
2392
$1K ﹤0.01%
60
2393
$1K ﹤0.01%
46
2394
$1K ﹤0.01%
+53
2395
$1K ﹤0.01%
154
2396
$1K ﹤0.01%
77
+11
2397
$1K ﹤0.01%
76
2398
$1K ﹤0.01%
17
-97
2399
$1K ﹤0.01%
+14
2400
$1K ﹤0.01%
200
94 95
96
97 98