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
1226
$32K ﹤0.01%
1,296
+145
1227
$32K ﹤0.01%
499
+39
1228
$32K ﹤0.01%
500
-1,262
1229
$32K ﹤0.01%
2,892
1230
$32K ﹤0.01%
2,921
-568
1231
$32K ﹤0.01%
1,258
-2,070
1232
$32K ﹤0.01%
690
+290
1233
$32K ﹤0.01%
278
-18
1234
$32K ﹤0.01%
115
+106
1235
$31K ﹤0.01%
615
+405
1236
$31K ﹤0.01%
940
-283
1237
$31K ﹤0.01%
468
+22
1238
$31K ﹤0.01%
654
+50
1239
$31K ﹤0.01%
498
-309
1240
$31K ﹤0.01%
177
+7
1241
$31K ﹤0.01%
356
+2
1242
$31K ﹤0.01%
894
+707
1243
$31K ﹤0.01%
11,841
1244
$30K ﹤0.01%
745
-266
1245
$30K ﹤0.01%
974
+70
1246
$30K ﹤0.01%
289
-49
1247
$30K ﹤0.01%
370
+170
1248
$30K ﹤0.01%
660
-12,434
1249
$30K ﹤0.01%
1,731
-8,619
1250
$30K ﹤0.01%
723
+90
48 49
50
51 52