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
1426
$18K ﹤0.01%
1,680
1427
$18K ﹤0.01%
2,570
+708
1428
$18K ﹤0.01%
240
-170
1429
$18K ﹤0.01%
650
1430
$18K ﹤0.01%
322
1431
$18K ﹤0.01%
850
-1,326
1432
$18K ﹤0.01%
6
-3
1433
$18K ﹤0.01%
1,906
-2,056
1434
$18K ﹤0.01%
5,037
+5,000
1435
$18K ﹤0.01%
350
1436
$18K ﹤0.01%
429
+50
1437
$18K ﹤0.01%
612
-150
1438
$18K ﹤0.01%
500
1439
$18K ﹤0.01%
999
+54
1440
$18K ﹤0.01%
+2,586
1441
$18K ﹤0.01%
800
1442
$18K ﹤0.01%
719
-334
1443
$18K ﹤0.01%
405
+78
1444
$18K ﹤0.01%
216
+9
1445
$18K ﹤0.01%
124
+66
1446
$18K ﹤0.01%
5,110
1447
$18K ﹤0.01%
200
1448
$18K ﹤0.01%
927
-2,668
1449
$18K ﹤0.01%
146
1450
$17K ﹤0.01%
592
+510
56 57
58
59 60