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
976
$59K 0.01%
375
-9
977
$59K 0.01%
916
+68
978
$59K 0.01%
525
+461
979
$59K 0.01%
357
+311
980
$59K 0.01%
1,769
-476
981
$58K 0.01%
1,047
-15
982
$58K 0.01%
2,100
983
$58K 0.01%
4,500
-10,200
984
$58K 0.01%
6,885
+776
985
$58K 0.01%
2,675
+265
986
$58K 0.01%
2,437
987
$58K 0.01%
2,609
+39
988
$58K 0.01%
1,696
-64
989
$57K 0.01%
1,397
+722
990
$57K 0.01%
597
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991
$57K 0.01%
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992
$57K 0.01%
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993
$56K 0.01%
969
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994
$56K 0.01%
3,928
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995
$56K 0.01%
1,114
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996
$56K 0.01%
6,143
+2,019
997
$56K 0.01%
1,640
+1,517
998
$56K 0.01%
4,060
-1,681
999
$55K 0.01%
356
+38
1000
$55K 0.01%
897
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38 39
40
41 42