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
1676
$10K ﹤0.01%
104
-70
1677
$10K ﹤0.01%
211
-15
1678
$10K ﹤0.01%
129
+6
1679
$10K ﹤0.01%
370
+70
1680
$10K ﹤0.01%
+800
1681
$10K ﹤0.01%
3
1682
$10K ﹤0.01%
1,000
1683
$10K ﹤0.01%
1,200
-300
1684
$10K ﹤0.01%
4,005
-755
1685
$9K ﹤0.01%
1,237
+996
1686
$9K ﹤0.01%
398
-1,237
1687
$9K ﹤0.01%
+377
1688
$9K ﹤0.01%
225
-80
1689
$9K ﹤0.01%
750
+510
1690
$9K ﹤0.01%
947
+11
1691
$9K ﹤0.01%
172
-62
1692
$9K ﹤0.01%
+172
1693
$9K ﹤0.01%
219
-612
1694
$9K ﹤0.01%
+350
1695
$9K ﹤0.01%
378
-388
1696
$9K ﹤0.01%
+454
1697
$9K ﹤0.01%
475
1698
$9K ﹤0.01%
525
1699
$9K ﹤0.01%
532
-194
1700
$9K ﹤0.01%
+329
66 67
68
69 70