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
351
$492K 0.05%
5,280
-347
352
$491K 0.05%
1,103
353
$489K 0.05%
14,697
-7,609
354
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9,473
-1,320
355
$475K 0.05%
1,843
-189
356
$471K 0.05%
3,708
-589
357
$463K 0.05%
10,302
-1,698
358
$460K 0.05%
12,779
359
$460K 0.05%
+18,490
360
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5,581
-867
361
$454K 0.05%
29,168
+1,345
362
$454K 0.05%
8,300
-1,060
363
$453K 0.05%
17,597
-56,720
364
$453K 0.05%
2,990
+11
365
$451K 0.05%
4,801
-3,500
366
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367
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-1,892
368
$444K 0.04%
3,732
-1,382
369
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5,401
-186
370
$437K 0.04%
16,694
+5,465
371
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24,671
-4,295
372
$427K 0.04%
2,125
-212
373
$424K 0.04%
14,504
+11,902
374
$424K 0.04%
18,361
+151
375
$423K 0.04%
2,412
-822
13 14
15
16 17