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
676
$137K 0.01%
2,141
+1,616
677
$136K 0.01%
9,646
-906
678
$136K 0.01%
2,350
+716
679
$136K 0.01%
1,188
-3
680
$136K 0.01%
+6,940
681
$135K 0.01%
14,003
+1,812
682
$135K 0.01%
1,819
-1,955
683
$134K 0.01%
760
+39
684
$134K 0.01%
2,747
-640
685
$134K 0.01%
1,226
+205
686
$133K 0.01%
1,875
+940
687
$133K 0.01%
4,364
-341
688
$133K 0.01%
3,150
+2,865
689
$132K 0.01%
3,094
+701
690
$131K 0.01%
3,602
+199
691
$131K 0.01%
1,290
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692
$129K 0.01%
2,762
+382
693
$129K 0.01%
15,249
-5,991
694
$128K 0.01%
2,669
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695
$128K 0.01%
5,330
696
$128K 0.01%
7,085
+4,750
697
$127K 0.01%
23,164
-11,335
698
$127K 0.01%
6,940
-1,016
699
$127K 0.01%
433
-92
700
$126K 0.01%
2,350
-2,550
26 27
28
29 30