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
1351
$22K ﹤0.01%
1,028
-120
1352
$22K ﹤0.01%
1,500
1353
$22K ﹤0.01%
+692
1354
$22K ﹤0.01%
367
1355
$22K ﹤0.01%
733
-2,065
1356
$22K ﹤0.01%
304
+35
1357
$22K ﹤0.01%
+477
1358
$22K ﹤0.01%
2,414
-710
1359
$22K ﹤0.01%
489
-3,090
1360
$21K ﹤0.01%
675
1361
$21K ﹤0.01%
1,062
1362
$21K ﹤0.01%
807
+100
1363
$21K ﹤0.01%
1,079
+1,070
1364
$21K ﹤0.01%
999
1365
$21K ﹤0.01%
79
-103
1366
$21K ﹤0.01%
410
+292
1367
$21K ﹤0.01%
+989
1368
$21K ﹤0.01%
214
+90
1369
$21K ﹤0.01%
1,294
1370
$21K ﹤0.01%
343
-487
1371
$21K ﹤0.01%
504
-272
1372
$21K ﹤0.01%
678
-196
1373
$21K ﹤0.01%
564
+194
1374
$21K ﹤0.01%
384
+161
1375
$21K ﹤0.01%
1,277
-4,395
53 54
55
56 57