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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
1776
$8K ﹤0.01%
174
1777
$8K ﹤0.01%
3,342
-529
1778
$8K ﹤0.01%
530
+162
1779
$8K ﹤0.01%
236
-8,078
1780
$8K ﹤0.01%
349
-61
1781
$8K ﹤0.01%
88
+3
1782
$7K ﹤0.01%
115
-26
1783
$7K ﹤0.01%
1,636
-143
1784
$7K ﹤0.01%
93
+52
1785
$7K ﹤0.01%
302
+132
1786
$7K ﹤0.01%
60
1787
$7K ﹤0.01%
155
-9
1788
$7K ﹤0.01%
318
+183
1789
$7K ﹤0.01%
+100
1790
$7K ﹤0.01%
307
-1,294
1791
$7K ﹤0.01%
218
-300
1792
$7K ﹤0.01%
122
+24
1793
$7K ﹤0.01%
+800
1794
$7K ﹤0.01%
414
+54
1795
$7K ﹤0.01%
417
+185
1796
$7K ﹤0.01%
52
-13
1797
$7K ﹤0.01%
52
-20
1798
$7K ﹤0.01%
82
1799
$7K ﹤0.01%
383
+145
1800
$7K ﹤0.01%
995
+86
70 71
72
73 74