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
701
$125K 0.01%
3,190
+2,003
702
$125K 0.01%
1,554
-2,574
703
$125K 0.01%
1,822
+638
704
$125K 0.01%
4,231
-1,244
705
$125K 0.01%
2,855
-3,068
706
$124K 0.01%
2,147
+297
707
$124K 0.01%
1,006
-553
708
$123K 0.01%
2,995
+636
709
$123K 0.01%
2,054
+94
710
$123K 0.01%
5,979
+3,446
711
$122K 0.01%
1,463
+406
712
$122K 0.01%
2,165
+1,072
713
$122K 0.01%
1,952
+869
714
$122K 0.01%
2,423
+561
715
$121K 0.01%
9,020
+3,694
716
$121K 0.01%
3,487
717
$121K 0.01%
1,173
-93
718
$121K 0.01%
4,335
+3,685
719
$119K 0.01%
3,138
-947
720
$119K 0.01%
+4,870
721
$119K 0.01%
5,105
-2,316
722
$119K 0.01%
568
-88
723
$119K 0.01%
3,617
-2
724
$118K 0.01%
4,324
-7,872
725
$118K 0.01%
5,452
+5,071
27 28
29
30 31