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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
2401
$1K ﹤0.01%
35
2402
$1K ﹤0.01%
15
-2,645
2403
$1K ﹤0.01%
14
-4,611
2404
$1K ﹤0.01%
318
-219
2405
$1K ﹤0.01%
+100
2406
$1K ﹤0.01%
18
2407
$1K ﹤0.01%
38
2408
$1K ﹤0.01%
8
2409
$1K ﹤0.01%
20,000
2410
$1K ﹤0.01%
35
2411
$1K ﹤0.01%
245
2412
$1K ﹤0.01%
250
-250
2413
$1K ﹤0.01%
257
2414
$1K ﹤0.01%
500
2415
$1K ﹤0.01%
53
-200
2416
$1K ﹤0.01%
71
2417
$1K ﹤0.01%
133
2418
$1K ﹤0.01%
25
2419
$1K ﹤0.01%
31
2420
$1K ﹤0.01%
11
2421
$1K ﹤0.01%
+2
2422
$1K ﹤0.01%
+15
2423
$1K ﹤0.01%
+53
2424
$1K ﹤0.01%
32
2425
$1K ﹤0.01%
91
95 96
97
98 99