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
876
$81K 0.01%
1,276
+472
877
$80K 0.01%
3,896
+712
878
$80K 0.01%
+177
879
$80K 0.01%
1,608
-171
880
$80K 0.01%
666
+60
881
$80K 0.01%
5,948
+126
882
$79K 0.01%
1,930
-98
883
$79K 0.01%
1,673
-1,069
884
$79K 0.01%
4,770
-46,221
885
$79K 0.01%
1,859
-3,540
886
$78K 0.01%
+1,278
887
$78K 0.01%
6,281
+89
888
$78K 0.01%
1,979
-6,784
889
$77K 0.01%
3,180
+923
890
$77K 0.01%
790
-118
891
$77K 0.01%
+3,447
892
$77K 0.01%
1,200
893
$77K 0.01%
1,421
+100
894
$77K 0.01%
3,029
+82
895
$76K 0.01%
814
-76
896
$76K 0.01%
1,315
-213
897
$76K 0.01%
2,803
+323
898
$76K 0.01%
+4,106
899
$75K 0.01%
3,936
-4,336
900
$75K 0.01%
12,087
34 35
36
37 38