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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
1651
$10K ﹤0.01%
150
-1
1652
$10K ﹤0.01%
79
+9
1653
$10K ﹤0.01%
800
1654
$10K ﹤0.01%
216
-149
1655
$10K ﹤0.01%
893
+397
1656
$10K ﹤0.01%
207
-38
1657
$10K ﹤0.01%
555
1658
$10K ﹤0.01%
399
-679
1659
$10K ﹤0.01%
110
-23
1660
$10K ﹤0.01%
291
-68
1661
$10K ﹤0.01%
168
-40
1662
$10K ﹤0.01%
762
-165
1663
$10K ﹤0.01%
400
1664
$10K ﹤0.01%
442
-201
1665
$10K ﹤0.01%
813
+62
1666
$10K ﹤0.01%
+527
1667
$10K ﹤0.01%
684
-3,810
1668
$10K ﹤0.01%
539
+39
1669
$10K ﹤0.01%
166
-29
1670
$10K ﹤0.01%
559
+37
1671
$10K ﹤0.01%
35
+2
1672
$10K ﹤0.01%
1,021
+260
1673
$10K ﹤0.01%
+1,600
1674
$10K ﹤0.01%
410
-4,274
1675
$10K ﹤0.01%
104
-70
65 66
67
68 69