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
1551
$13K ﹤0.01%
224
-107
1552
$13K ﹤0.01%
151
+12
1553
$13K ﹤0.01%
200
-30
1554
$13K ﹤0.01%
300
1555
$13K ﹤0.01%
269
+17
1556
$13K ﹤0.01%
47
-7
1557
$13K ﹤0.01%
195
-501
1558
$13K ﹤0.01%
402
-67,448
1559
$13K ﹤0.01%
1,599
1560
$13K ﹤0.01%
+578
1561
$13K ﹤0.01%
109
+2
1562
$13K ﹤0.01%
500
1563
$13K ﹤0.01%
89
+9
1564
$13K ﹤0.01%
99
+61
1565
$13K ﹤0.01%
642
+60
1566
$13K ﹤0.01%
+897
1567
$13K ﹤0.01%
639
-67,379
1568
$13K ﹤0.01%
155
+139
1569
$13K ﹤0.01%
623
+123
1570
$13K ﹤0.01%
244
+138
1571
$13K ﹤0.01%
312
+14
1572
$13K ﹤0.01%
54
-9
1573
$13K ﹤0.01%
208
1574
$13K ﹤0.01%
514
-115
1575
$12K ﹤0.01%
2,342
+1,737
61 62
63
64 65