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
1476
$16K ﹤0.01%
694
+680
1477
$16K ﹤0.01%
172
+23
1478
$16K ﹤0.01%
350
1479
$16K ﹤0.01%
135
-24
1480
$16K ﹤0.01%
714
+167
1481
$16K ﹤0.01%
386
+92
1482
$16K ﹤0.01%
119
+20
1483
$16K ﹤0.01%
+662
1484
$15K ﹤0.01%
161
+92
1485
$15K ﹤0.01%
320
-992
1486
$15K ﹤0.01%
242
+5
1487
$15K ﹤0.01%
488
-11
1488
$15K ﹤0.01%
311
+40
1489
$15K ﹤0.01%
1,089
-2,843
1490
$15K ﹤0.01%
1,032
+256
1491
$15K ﹤0.01%
1,091
-1,922
1492
$15K ﹤0.01%
177
+27
1493
$15K ﹤0.01%
159
-2
1494
$15K ﹤0.01%
+428
1495
$15K ﹤0.01%
650
-13,846
1496
$15K ﹤0.01%
2,427
-423
1497
$15K ﹤0.01%
+200
1498
$15K ﹤0.01%
409
+391
1499
$15K ﹤0.01%
167
+133
1500
$15K ﹤0.01%
1,851
+296
58 59
60
61 62