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
551
$200K 0.02%
648
-46
552
$198K 0.02%
12,349
-2,422
553
$197K 0.02%
3,061
-853
554
$197K 0.02%
7,969
-1,786
555
$197K 0.02%
7,080
-642
556
$196K 0.02%
6,437
+1,492
557
$193K 0.02%
2,664
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558
$192K 0.02%
6,113
-600
559
$192K 0.02%
4,306
+460
560
$191K 0.02%
8,506
-337
561
$190K 0.02%
3,949
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562
$190K 0.02%
3,321
-842
563
$190K 0.02%
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-215
564
$190K 0.02%
5,280
-5,415
565
$190K 0.02%
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566
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8,415
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567
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569
$188K 0.02%
846
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570
$188K 0.02%
3,871
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571
$186K 0.02%
6,164
+1,101
572
$186K 0.02%
4,780
+374
573
$185K 0.02%
5,038
+3,521
574
$184K 0.02%
5,908
-2,412
575
$183K 0.02%
3,406
+3
21 22
23
24 25