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
1751
$8K ﹤0.01%
1,235
-29
1752
$8K ﹤0.01%
459
1753
$8K ﹤0.01%
315
+4
1754
$8K ﹤0.01%
200
1755
$8K ﹤0.01%
270
-384
1756
$8K ﹤0.01%
38
-9
1757
$8K ﹤0.01%
258
+26
1758
$8K ﹤0.01%
20,141
-48,993
1759
$8K ﹤0.01%
5,000
1760
$8K ﹤0.01%
246
-151
1761
$8K ﹤0.01%
159
-11
1762
$8K ﹤0.01%
84
-523
1763
$8K ﹤0.01%
7,000
+6,767
1764
$8K ﹤0.01%
286
+81
1765
$8K ﹤0.01%
113
+30
1766
$8K ﹤0.01%
267
-137
1767
$8K ﹤0.01%
183
1768
$8K ﹤0.01%
207
+99
1769
$8K ﹤0.01%
88
+3
1770
$8K ﹤0.01%
431
+35
1771
$8K ﹤0.01%
768
1772
$8K ﹤0.01%
969
+73
1773
$8K ﹤0.01%
+800
1774
$8K ﹤0.01%
1,049
+102
1775
$8K ﹤0.01%
+900
69 70
71
72 73