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
801
$94K 0.01%
+40
802
$94K 0.01%
4,902
+1,179
803
$94K 0.01%
4,560
+1,180
804
$94K 0.01%
630
-11
805
$94K 0.01%
917
+191
806
$93K 0.01%
2,731
-1,127
807
$93K 0.01%
1,196
+411
808
$93K 0.01%
500
809
$93K 0.01%
1,321
-29
810
$93K 0.01%
2,057
+599
811
$93K 0.01%
3,967
812
$92K 0.01%
+3,312
813
$92K 0.01%
655
+37
814
$92K 0.01%
6,242
-677
815
$91K 0.01%
683
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816
$91K 0.01%
2,689
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817
$91K 0.01%
855
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818
$91K 0.01%
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-29,615
819
$91K 0.01%
1,836
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820
$91K 0.01%
2,612
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821
$91K 0.01%
1,537
+143
822
$90K 0.01%
2,513
-180
823
$90K 0.01%
1,543
-212
824
$90K 0.01%
2,464
-27,945
825
$90K 0.01%
3,156
+2
31 32
33
34 35