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
451
$286K 0.03%
6,648
+477
452
$284K 0.03%
1,181
+450
453
$283K 0.03%
12,291
-11,116
454
$282K 0.03%
11,493
-529
455
$282K 0.03%
16,870
-4,670
456
$278K 0.03%
1,772
-159
457
$278K 0.03%
5,484
-484
458
$276K 0.03%
900
-833
459
$276K 0.03%
4,851
-1,709
460
$276K 0.03%
11,354
-3,460
461
$274K 0.03%
10,969
+8,875
462
$274K 0.03%
1,620
+230
463
$273K 0.03%
2,387
+1,215
464
$271K 0.03%
22,632
+7,785
465
$271K 0.03%
6,377
-24,825
466
$271K 0.03%
14,460
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467
$270K 0.03%
16,906
-6,927
468
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6,849
-287
469
$270K 0.03%
4,119
-1,666
470
$270K 0.03%
7,941
+1,629
471
$268K 0.03%
1,994
+541
472
$268K 0.03%
8,070
+2,780
473
$267K 0.03%
16,778
+8,275
474
$267K 0.03%
877
-928
475
$265K 0.03%
7,049
+93
17 18
19
20 21