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
826
$90K 0.01%
4,855
+471
827
$89K 0.01%
64
+8
828
$89K 0.01%
1,552
-505
829
$89K 0.01%
2,230
830
$89K 0.01%
1,774
-20,212
831
$89K 0.01%
5,508
-3,596
832
$89K 0.01%
2,504
-112,865
833
$89K 0.01%
+5,242
834
$89K 0.01%
453
-175
835
$89K 0.01%
2,446
-1,773
836
$89K 0.01%
4,062
-291
837
$88K 0.01%
243
838
$88K 0.01%
1,808
+675
839
$88K 0.01%
4,020
-1,586
840
$88K 0.01%
2,692
+1,970
841
$87K 0.01%
6,290
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842
$87K 0.01%
995
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843
$87K 0.01%
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844
$86K 0.01%
829
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845
$86K 0.01%
1,108
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846
$86K 0.01%
180
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847
$86K 0.01%
453
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848
$86K 0.01%
3,971
-294
849
$86K 0.01%
4,876
-2,164
850
$86K 0.01%
1,745
-594
32 33
34
35 36