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
1576
$12K ﹤0.01%
+4,000
1577
$12K ﹤0.01%
436
1578
$12K ﹤0.01%
373
-313
1579
$12K ﹤0.01%
1,124
1580
$12K ﹤0.01%
101
-22
1581
$12K ﹤0.01%
1,634
-26
1582
$12K ﹤0.01%
222
-50
1583
$12K ﹤0.01%
383
+121
1584
$12K ﹤0.01%
616
+45
1585
$12K ﹤0.01%
1,338
+300
1586
$12K ﹤0.01%
224
-2
1587
$12K ﹤0.01%
306
1588
$12K ﹤0.01%
90
-86
1589
$12K ﹤0.01%
993
+367
1590
$12K ﹤0.01%
408
+84
1591
$12K ﹤0.01%
726
-55
1592
$12K ﹤0.01%
158
-157
1593
$12K ﹤0.01%
270
-75
1594
$12K ﹤0.01%
2,929
+1,000
1595
$12K ﹤0.01%
490
1596
$12K ﹤0.01%
954
1597
$12K ﹤0.01%
253
-14
1598
$12K ﹤0.01%
537
+466
1599
$12K ﹤0.01%
828
1600
$12K ﹤0.01%
994
-5,615
62 63
64
65 66