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
1326
$24K ﹤0.01%
602
-98
1327
$24K ﹤0.01%
499
+21
1328
$24K ﹤0.01%
499
+111
1329
$24K ﹤0.01%
485
-1,000
1330
$24K ﹤0.01%
6,664
+1,650
1331
$23K ﹤0.01%
816
+677
1332
$23K ﹤0.01%
431
-423
1333
$23K ﹤0.01%
860
-4,558
1334
$23K ﹤0.01%
668
-20
1335
$23K ﹤0.01%
450
1336
$23K ﹤0.01%
+435
1337
$23K ﹤0.01%
141
+8
1338
$23K ﹤0.01%
+247
1339
$23K ﹤0.01%
750
1340
$23K ﹤0.01%
107
1341
$23K ﹤0.01%
294
1342
$23K ﹤0.01%
+1,000
1343
$23K ﹤0.01%
235
1344
$23K ﹤0.01%
222
+13
1345
$23K ﹤0.01%
384
+4
1346
$22K ﹤0.01%
878
-229
1347
$22K ﹤0.01%
988
+343
1348
$22K ﹤0.01%
1,000
1349
$22K ﹤0.01%
129
1350
$22K ﹤0.01%
214
+205
52 53
54
55 56