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
901
$75K 0.01%
1,530
902
$75K 0.01%
630
+159
903
$75K 0.01%
+3,223
904
$75K 0.01%
5,298
-234
905
$74K 0.01%
1,929
-107
906
$74K 0.01%
1,928
-100
907
$74K 0.01%
2,634
+234
908
$74K 0.01%
1,284
909
$73K 0.01%
2,500
-2,030
910
$73K 0.01%
1,529
+4
911
$72K 0.01%
109
-17
912
$72K 0.01%
720
-200
913
$71K 0.01%
+635
914
$70K 0.01%
2,194
+1,332
915
$70K 0.01%
1,108
916
$70K 0.01%
5,805
+12
917
$70K 0.01%
3,398
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918
$70K 0.01%
1,146
-32
919
$69K 0.01%
1,725
-59
920
$69K 0.01%
1,393
-1,485
921
$69K 0.01%
1,425
+232
922
$69K 0.01%
2,955
923
$69K 0.01%
1,092
+736
924
$69K 0.01%
966
+128
925
$68K 0.01%
3,539
-4,656
35 36
37
38 39