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
1776
$8K ﹤0.01%
356
1777
$8K ﹤0.01%
300
-899
1778
$8K ﹤0.01%
197
-15
1779
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174
1780
$8K ﹤0.01%
3,342
-529
1781
$8K ﹤0.01%
530
+162
1782
$7K ﹤0.01%
147
-26
1783
$7K ﹤0.01%
240
-91
1784
$7K ﹤0.01%
126
-22
1785
$7K ﹤0.01%
142
+62
1786
$7K ﹤0.01%
110
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1787
$7K ﹤0.01%
796
-121
1788
$7K ﹤0.01%
227
-1
1789
$7K ﹤0.01%
983
1790
$7K ﹤0.01%
1,181
1791
$7K ﹤0.01%
770
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1792
$7K ﹤0.01%
167
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1793
$7K ﹤0.01%
375
-47
1794
$7K ﹤0.01%
329
-61
1795
$7K ﹤0.01%
115
-26
1796
$7K ﹤0.01%
1,636
-143
1797
$7K ﹤0.01%
93
+52
1798
$7K ﹤0.01%
302
+132
1799
$7K ﹤0.01%
60
1800
$7K ﹤0.01%
155
-9
70 71
72
73 74