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
$990M
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,540
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$7.28M
3
+$5.13M
4
OEF icon
iShares S&P 100 ETF
OEF
+$3.98M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.64M

Top Sells

1
+$11.6M
2
+$11.3M
3
+$10.2M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$9.72M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$9.7M

Sector Composition

1 Technology 8.35%
2 Financials 5.06%
3 Healthcare 4.57%
4 Consumer Discretionary 4.29%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
– –
0
2477
– –
0
2478
– –
0
2479
– –
0
2480
– –
0
2481
– –
0
2482
$0 ﹤0.01%
10,000
2483
– –
0
2484
– –
0
2485
– –
0
2486
– –
0
2487
– –
0
2488
– –
0
2489
– –
0
2490
– –
0
2491
– –
0
2492
– –
0
2493
– –
0
2494
$0 ﹤0.01%
+10,000
2495
– –
0
2496
– –
0
2497
– –
0
2498
– –
0
2499
– –
0
2500
– –
0
98 99
100
101 102