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
1451
$17K ﹤0.01%
74
+4
1452
$17K ﹤0.01%
121
+13
1453
$17K ﹤0.01%
3,332
+2,096
1454
$17K ﹤0.01%
250
-97
1455
$17K ﹤0.01%
679
-527
1456
$17K ﹤0.01%
386
-5
1457
$17K ﹤0.01%
335
+318
1458
$17K ﹤0.01%
385
-32
1459
$17K ﹤0.01%
163
-518
1460
$17K ﹤0.01%
238
-672
1461
$17K ﹤0.01%
1,014
1462
$17K ﹤0.01%
438
+33
1463
$17K ﹤0.01%
390
+100
1464
$17K ﹤0.01%
131
-46
1465
$17K ﹤0.01%
168
+8
1466
$16K ﹤0.01%
479
+381
1467
$16K ﹤0.01%
4,508
+523
1468
$16K ﹤0.01%
8,291
+999
1469
$16K ﹤0.01%
139
-18,328
1470
$16K ﹤0.01%
392
-1
1471
$16K ﹤0.01%
668
+551
1472
$16K ﹤0.01%
282
+217
1473
$16K ﹤0.01%
366
-29
1474
$16K ﹤0.01%
285
-57
1475
$16K ﹤0.01%
+559
57 58
59
60 61