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
1076
$47K ﹤0.01%
1,943
+179
1077
$47K ﹤0.01%
1,051
-1,860
1078
$47K ﹤0.01%
2,237
+13
1079
$46K ﹤0.01%
856
+9
1080
$46K ﹤0.01%
337
+26
1081
$46K ﹤0.01%
+2,000
1082
$46K ﹤0.01%
1,139
+200
1083
$46K ﹤0.01%
580
+553
1084
$46K ﹤0.01%
1,327
+12
1085
$46K ﹤0.01%
625
+7
1086
$46K ﹤0.01%
1,277
-106
1087
$46K ﹤0.01%
27,317
+7,604
1088
$46K ﹤0.01%
1,003
-166
1089
$46K ﹤0.01%
1,077
+139
1090
$46K ﹤0.01%
496
1091
$46K ﹤0.01%
1,133
1092
$46K ﹤0.01%
934
-1,623
1093
$45K ﹤0.01%
2,041
-70
1094
$45K ﹤0.01%
77
+21
1095
$45K ﹤0.01%
462
+104
1096
$45K ﹤0.01%
266
1097
$45K ﹤0.01%
19,200
-2,000
1098
$45K ﹤0.01%
+2,084
1099
$45K ﹤0.01%
841
1100
$45K ﹤0.01%
3,459
+184
42 43
44
45 46