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
1601
$12K ﹤0.01%
200
1602
$12K ﹤0.01%
2,547
-635
1603
$12K ﹤0.01%
566
1604
$12K ﹤0.01%
800
1605
$12K ﹤0.01%
121
-51
1606
$12K ﹤0.01%
646
-31
1607
$12K ﹤0.01%
315
-367
1608
$11K ﹤0.01%
+200
1609
$11K ﹤0.01%
420
-64
1610
$11K ﹤0.01%
213
+122
1611
$11K ﹤0.01%
380
+266
1612
$11K ﹤0.01%
+1,025
1613
$11K ﹤0.01%
932
+507
1614
$11K ﹤0.01%
136
+18
1615
$11K ﹤0.01%
+258
1616
$11K ﹤0.01%
240
-50
1617
$11K ﹤0.01%
1,667
+968
1618
$11K ﹤0.01%
+426
1619
$11K ﹤0.01%
135
+10
1620
$11K ﹤0.01%
373
-78
1621
$11K ﹤0.01%
+293
1622
$11K ﹤0.01%
432
-1,000
1623
$11K ﹤0.01%
620
+567
1624
$11K ﹤0.01%
275
-393
1625
$11K ﹤0.01%
2,815
63 64
65
66 67