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
626
$157K 0.02%
8,029
+115
627
$157K 0.02%
1,124
-51
628
$156K 0.02%
5,195
+2,644
629
$155K 0.02%
2,805
-143
630
$155K 0.02%
1,622
+270
631
$155K 0.02%
30,253
+659
632
$155K 0.02%
6,912
+1,086
633
$155K 0.02%
4,707
+357
634
$154K 0.02%
2,852
+118
635
$153K 0.02%
2,500
636
$153K 0.02%
16,894
-2,248
637
$152K 0.02%
5,149
-5,392
638
$152K 0.02%
4,175
+185
639
$152K 0.02%
1,010
+143
640
$152K 0.02%
3,038
-1,618
641
$152K 0.02%
2,642
+915
642
$151K 0.02%
6,167
+2,155
643
$151K 0.02%
5,433
+2,756
644
$151K 0.02%
3,494
+1,390
645
$149K 0.02%
5,177
-22,439
646
$149K 0.02%
1,740
+133
647
$149K 0.02%
6,419
-74
648
$149K 0.02%
1,157
-1,644
649
$148K 0.02%
2,913
+1,900
650
$148K 0.02%
2,688
+596
24 25
26
27 28