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
526
$222K 0.02%
10,870
-2,600
527
$222K 0.02%
14,367
+718
528
$221K 0.02%
248
-21
529
$221K 0.02%
5,880
-1,136
530
$220K 0.02%
4,735
-1,447
531
$220K 0.02%
7,534
-23,530
532
$220K 0.02%
4,103
+260
533
$219K 0.02%
1,663
+221
534
$217K 0.02%
9,185
+4,253
535
$216K 0.02%
6,601
-255
536
$214K 0.02%
3,530
-1,303
537
$214K 0.02%
9,234
-1,297
538
$212K 0.02%
14,578
539
$211K 0.02%
+8,403
540
$210K 0.02%
2,755
-237
541
$209K 0.02%
5,657
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542
$208K 0.02%
8,129
+6,553
543
$208K 0.02%
4,143
+305
544
$206K 0.02%
21,418
+17,261
545
$206K 0.02%
7,891
+792
546
$203K 0.02%
4,180
-264
547
$202K 0.02%
3,178
-8,675
548
$201K 0.02%
6,739
+1,550
549
$201K 0.02%
9,335
550
$200K 0.02%
8,503
+110
20 21
22
23 24