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
1526
$14K ﹤0.01%
299
+192
1527
$14K ﹤0.01%
392
-436
1528
$14K ﹤0.01%
275
-200
1529
$14K ﹤0.01%
157
-520
1530
$14K ﹤0.01%
700
1531
$14K ﹤0.01%
1,201
1532
$14K ﹤0.01%
1,199
+241
1533
$14K ﹤0.01%
2,307
+1,082
1534
$14K ﹤0.01%
350
1535
$14K ﹤0.01%
+1,220
1536
$14K ﹤0.01%
127
-49
1537
$14K ﹤0.01%
125
+62
1538
$14K ﹤0.01%
463
-276
1539
$14K ﹤0.01%
472
+145
1540
$14K ﹤0.01%
1,548
1541
$14K ﹤0.01%
197
+15
1542
$14K ﹤0.01%
788
1543
$14K ﹤0.01%
181
-674
1544
$14K ﹤0.01%
1,773
+803
1545
$14K ﹤0.01%
525
1546
$14K ﹤0.01%
571
-440
1547
$14K ﹤0.01%
+3,200
1548
$13K ﹤0.01%
216
1549
$13K ﹤0.01%
229
-103
1550
$13K ﹤0.01%
4,600
-2,165
60 61
62
63 64