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
1726
$8K ﹤0.01%
186
-1,913
1727
$8K ﹤0.01%
275
-40
1728
$8K ﹤0.01%
210
1729
$8K ﹤0.01%
7,500
1730
$8K ﹤0.01%
94
-41
1731
$8K ﹤0.01%
531
1732
$8K ﹤0.01%
262
-1,209
1733
$8K ﹤0.01%
+354
1734
$8K ﹤0.01%
303
-50
1735
$8K ﹤0.01%
1,198
+215
1736
$8K ﹤0.01%
236
-8,078
1737
$8K ﹤0.01%
349
-61
1738
$8K ﹤0.01%
108
+46
1739
$8K ﹤0.01%
236
+28
1740
$8K ﹤0.01%
154
-27
1741
$8K ﹤0.01%
901
+98
1742
$8K ﹤0.01%
231
+79
1743
$8K ﹤0.01%
195
-56
1744
$8K ﹤0.01%
104
1745
$8K ﹤0.01%
360
-34,200
1746
$8K ﹤0.01%
+300
1747
$8K ﹤0.01%
+357
1748
$8K ﹤0.01%
+245
1749
$8K ﹤0.01%
236
-8
1750
$8K ﹤0.01%
1,198
68 69
70
71 72