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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
2426
$1K ﹤0.01%
3
2427
$1K ﹤0.01%
108
2428
$1K ﹤0.01%
63
2429
$1K ﹤0.01%
26
2430
$1K ﹤0.01%
12
-350
2431
$1K ﹤0.01%
20
2432
$1K ﹤0.01%
33
-11
2433
$1K ﹤0.01%
80
-6,000
2434
$1K ﹤0.01%
28
2435
$1K ﹤0.01%
1,077
2436
$1K ﹤0.01%
10
-9
2437
$1K ﹤0.01%
9
2438
$1K ﹤0.01%
100
2439
$1K ﹤0.01%
9
2440
$1K ﹤0.01%
22
2441
$1K ﹤0.01%
52
2442
$1K ﹤0.01%
25
2443
$1K ﹤0.01%
+100
2444
$1K ﹤0.01%
+25
2445
$1K ﹤0.01%
22
2446
$1K ﹤0.01%
29
2447
$1K ﹤0.01%
12
2448
$1K ﹤0.01%
210
-128
2449
$1K ﹤0.01%
81
2450
$1K ﹤0.01%
12
-20
96 97
98
99 100