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
1501
$15K ﹤0.01%
2,739
+1,236
1502
$15K ﹤0.01%
+706
1503
$15K ﹤0.01%
437
+386
1504
$15K ﹤0.01%
+389
1505
$15K ﹤0.01%
43
+6
1506
$15K ﹤0.01%
2,352
+100
1507
$15K ﹤0.01%
+788
1508
$15K ﹤0.01%
3,859
+129
1509
$15K ﹤0.01%
1,000
+500
1510
$15K ﹤0.01%
1,000
-150
1511
$15K ﹤0.01%
983
+621
1512
$15K ﹤0.01%
366
-139
1513
$15K ﹤0.01%
417
-158
1514
$15K ﹤0.01%
300
1515
$15K ﹤0.01%
780
-225
1516
$15K ﹤0.01%
1,730
1517
$15K ﹤0.01%
84
-29
1518
$15K ﹤0.01%
464
-1,670
1519
$15K ﹤0.01%
960
-787
1520
$14K ﹤0.01%
244
-298
1521
$14K ﹤0.01%
175
1522
$14K ﹤0.01%
258
1523
$14K ﹤0.01%
2,011
1524
$14K ﹤0.01%
415
+64
1525
$14K ﹤0.01%
313
-38
59 60
61
62 63