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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%
386
+92
1477
$16K ﹤0.01%
119
+20
1478
$16K ﹤0.01%
+662
1479
$16K ﹤0.01%
4,508
+523
1480
$16K ﹤0.01%
8,291
+999
1481
$16K ﹤0.01%
139
-18,328
1482
$16K ﹤0.01%
392
-1
1483
$16K ﹤0.01%
479
+381
1484
$15K ﹤0.01%
161
+92
1485
$15K ﹤0.01%
+706
1486
$15K ﹤0.01%
437
+386
1487
$15K ﹤0.01%
+389
1488
$15K ﹤0.01%
43
+6
1489
$15K ﹤0.01%
2,352
+100
1490
$15K ﹤0.01%
+788
1491
$15K ﹤0.01%
3,859
+129
1492
$15K ﹤0.01%
1,000
+500
1493
$15K ﹤0.01%
1,000
-150
1494
$15K ﹤0.01%
983
+621
1495
$15K ﹤0.01%
320
-992
1496
$15K ﹤0.01%
242
+5
1497
$15K ﹤0.01%
488
-11
1498
$15K ﹤0.01%
311
+40
1499
$15K ﹤0.01%
366
-139
1500
$15K ﹤0.01%
417
-158
58 59
60
61 62