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
951
$65K 0.01%
1,687
+101
952
$65K 0.01%
1,220
953
$65K 0.01%
713
-37
954
$65K 0.01%
711
-4,064
955
$65K 0.01%
1,650
956
$65K 0.01%
1,955
+56
957
$64K 0.01%
2,557
+98
958
$64K 0.01%
4,124
+581
959
$64K 0.01%
1,853
-828
960
$64K 0.01%
1,300
-582
961
$64K 0.01%
738
-29
962
$64K 0.01%
3,024
+1,009
963
$64K 0.01%
2,000
964
$64K 0.01%
2,228
+1,087
965
$64K 0.01%
1,612
+296
966
$64K 0.01%
1,651
-22
967
$64K 0.01%
6,705
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968
$63K 0.01%
3,122
+3,009
969
$63K 0.01%
2,167
+2,034
970
$63K 0.01%
489
+12
971
$62K 0.01%
1,634
+170
972
$61K 0.01%
668
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973
$61K 0.01%
2,400
974
$60K 0.01%
2,096
-4,460
975
$60K 0.01%
837
-634
37 38
39
40 41