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
401
$362K 0.04%
5,948
-1,651
402
$356K 0.04%
10,909
+561
403
$355K 0.04%
6,406
-1,105
404
$353K 0.04%
20,617
+5,103
405
$351K 0.04%
12,223
+8,658
406
$349K 0.04%
6,889
-613
407
$348K 0.04%
2,406
-2,516
408
$346K 0.04%
23,733
+1,259
409
$344K 0.03%
5,520
-288
410
$343K 0.03%
6,894
+749
411
$338K 0.03%
8,251
+3,405
412
$337K 0.03%
1,935
+2
413
$337K 0.03%
1,954
-3,693
414
$336K 0.03%
9,324
-27,643
415
$335K 0.03%
8,849
+3,686
416
$334K 0.03%
10,356
+823
417
$332K 0.03%
27,756
+1,304
418
$331K 0.03%
9,310
+1,471
419
$330K 0.03%
+13,916
420
$327K 0.03%
11,401
-1,046
421
$327K 0.03%
3,526
+420
422
$326K 0.03%
5,286
+1,230
423
$326K 0.03%
14,720
+5,605
424
$325K 0.03%
13,317
-4,222
425
$323K 0.03%
3,355
-118
15 16
17
18 19