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
1626
$11K ﹤0.01%
257
-257
1627
$11K ﹤0.01%
1,823
+271
1628
$11K ﹤0.01%
+1,000
1629
$11K ﹤0.01%
234
-79
1630
$11K ﹤0.01%
191
+43
1631
$11K ﹤0.01%
72
+22
1632
$11K ﹤0.01%
4,715
1633
$11K ﹤0.01%
497
-5,901
1634
$11K ﹤0.01%
162
1635
$11K ﹤0.01%
57
+5
1636
$10K ﹤0.01%
1,416
-564
1637
$10K ﹤0.01%
130
-24,367
1638
$10K ﹤0.01%
237
-48
1639
$10K ﹤0.01%
293
1640
$10K ﹤0.01%
216
-149
1641
$10K ﹤0.01%
893
+397
1642
$10K ﹤0.01%
207
-38
1643
$10K ﹤0.01%
555
1644
$10K ﹤0.01%
399
-679
1645
$10K ﹤0.01%
110
-23
1646
$10K ﹤0.01%
291
-68
1647
$10K ﹤0.01%
168
-40
1648
$10K ﹤0.01%
762
-165
1649
$10K ﹤0.01%
400
1650
$10K ﹤0.01%
442
-201
64 65
66
67 68