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
851
$85K 0.01%
1,418
+22
852
$85K 0.01%
2,423
-759
853
$85K 0.01%
1,775
+5
854
$85K 0.01%
2,556
+412
855
$84K 0.01%
1,036
+59
856
$84K 0.01%
1,902
+100
857
$84K 0.01%
3,277
-354,439
858
$84K 0.01%
945
+397
859
$84K 0.01%
4,058
+448
860
$84K 0.01%
1,191
-445
861
$84K 0.01%
577
-246
862
$84K 0.01%
446
-52
863
$83K 0.01%
4,024
-604
864
$82K 0.01%
369
+278
865
$82K 0.01%
978
-54
866
$82K 0.01%
2,672
867
$82K 0.01%
3,791
-64
868
$82K 0.01%
3,544
+2,044
869
$82K 0.01%
88
+9
870
$82K 0.01%
2,533
+200
871
$81K 0.01%
408
+204
872
$81K 0.01%
2,319
+553
873
$81K 0.01%
1,390
-45
874
$81K 0.01%
1,342
+72
875
$81K 0.01%
1,479
+548
33 34
35
36 37