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
926
$68K 0.01%
4,822
+4,222
927
$68K 0.01%
1,174
+1,109
928
$68K 0.01%
883
929
$68K 0.01%
2,056
-347
930
$67K 0.01%
807
+11
931
$67K 0.01%
3,074
-522
932
$67K 0.01%
2,722
+980
933
$67K 0.01%
3,258
934
$67K 0.01%
1,046
935
$67K 0.01%
2,092
+314
936
$67K 0.01%
5,589
-143
937
$67K 0.01%
12,321
+11,803
938
$67K 0.01%
1,612
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939
$67K 0.01%
833
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940
$67K 0.01%
1,967
-54,738
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$67K 0.01%
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942
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945
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1,087
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$66K 0.01%
779
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947
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6,359
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948
$66K 0.01%
3,171
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949
$66K 0.01%
2,214
+366
950
$66K 0.01%
2,326
-172
36 37
38
39 40