We are live on ! Find out more
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
3226
– –
0
3227
$0 ﹤0.01%
41
3228
$0 ﹤0.01%
5
-11
3229
– –
0
3230
– –
0
3231
$0 ﹤0.01%
296
+290
3232
$0 ﹤0.01%
13
-156
3233
– –
0
3234
$0 ﹤0.01%
750
3235
– –
0
3236
– –
0
3237
– –
-2,200
3238
– –
0
3239
– –
0
3240
– –
0
3241
– –
0
3242
– –
-1,117
3243
– –
0
3244
– –
-12
3245
– –
-244
3246
– –
0
3247
– –
0
3248
– –
0
3249
– –
-111
3250
– –
0
128 129
130
131 132