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
1401
$19K ﹤0.01%
794
-1,532
1402
$19K ﹤0.01%
866
-518
1403
$19K ﹤0.01%
1,068
-666
1404
$19K ﹤0.01%
301
-67
1405
$19K ﹤0.01%
619
-28
1406
$19K ﹤0.01%
2,761
+1,538
1407
$19K ﹤0.01%
700
+500
1408
$19K ﹤0.01%
5,985
1409
$19K ﹤0.01%
+1,534
1410
$19K ﹤0.01%
1,797
+725
1411
$19K ﹤0.01%
55
-18
1412
$19K ﹤0.01%
1,500
-457
1413
$19K ﹤0.01%
1,931
+1,427
1414
$19K ﹤0.01%
4,469
1415
$19K ﹤0.01%
+57
1416
$18K ﹤0.01%
155
+29
1417
$18K ﹤0.01%
653
+28
1418
$18K ﹤0.01%
242
-204
1419
$18K ﹤0.01%
4,000
1420
$18K ﹤0.01%
1,104
+506
1421
$18K ﹤0.01%
979
-1,805
1422
$18K ﹤0.01%
83
-15
1423
$18K ﹤0.01%
292
+1
1424
$18K ﹤0.01%
833
-14,065
1425
$18K ﹤0.01%
881
55 56
57
58 59