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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
2451
$1K ﹤0.01%
13
+4
2452
$1K ﹤0.01%
48
2453
$1K ﹤0.01%
30
2454
$1K ﹤0.01%
100
2455
$1K ﹤0.01%
58
+20
2456
$1K ﹤0.01%
18
2457
$1K ﹤0.01%
18
-149
2458
$1K ﹤0.01%
+50
2459
$1K ﹤0.01%
48
2460
$1K ﹤0.01%
241
2461
$1K ﹤0.01%
13
2462
$1K ﹤0.01%
52
2463
$1K ﹤0.01%
146
2464
$1K ﹤0.01%
100
2465
$1K ﹤0.01%
60
2466
$1K ﹤0.01%
+15
2467
$1K ﹤0.01%
+120
2468
$1K ﹤0.01%
13
-3,966
2469
$1K ﹤0.01%
61
-23
2470
$1K ﹤0.01%
67
2471
$1K ﹤0.01%
3
-88
2472
$1K ﹤0.01%
43
-18
2473
$1K ﹤0.01%
176
-226
2474
$1K ﹤0.01%
500
2475
$1K ﹤0.01%
51
97 98
99
100 101