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
1301
$26K ﹤0.01%
311
+7
1302
$25K ﹤0.01%
581
+60
1303
$25K ﹤0.01%
4,600
-1,000
1304
$25K ﹤0.01%
651
-22
1305
$25K ﹤0.01%
766
-739
1306
$25K ﹤0.01%
1,031
+189
1307
$25K ﹤0.01%
2,112
-5,000
1308
$25K ﹤0.01%
1,502
-104
1309
$25K ﹤0.01%
+2,000
1310
$25K ﹤0.01%
7,600
1311
$25K ﹤0.01%
880
1312
$25K ﹤0.01%
1,291
-4,194
1313
$25K ﹤0.01%
2,098
+1,457
1314
$25K ﹤0.01%
666
1315
$25K ﹤0.01%
+3,713
1316
$24K ﹤0.01%
600
-3,000
1317
$24K ﹤0.01%
1,920
-2,064
1318
$24K ﹤0.01%
2,291
+2,110
1319
$24K ﹤0.01%
576
1320
$24K ﹤0.01%
1,051
-140
1321
$24K ﹤0.01%
504
-605
1322
$24K ﹤0.01%
+677
1323
$24K ﹤0.01%
+152
1324
$24K ﹤0.01%
200
1325
$24K ﹤0.01%
748
-146
51 52
53
54 55