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
1801
$7K ﹤0.01%
318
+183
1802
$7K ﹤0.01%
+100
1803
$7K ﹤0.01%
307
-1,294
1804
$7K ﹤0.01%
218
-300
1805
$7K ﹤0.01%
122
+24
1806
$7K ﹤0.01%
+800
1807
$7K ﹤0.01%
414
+54
1808
$7K ﹤0.01%
417
+185
1809
$7K ﹤0.01%
52
-13
1810
$7K ﹤0.01%
52
-20
1811
$7K ﹤0.01%
82
1812
$7K ﹤0.01%
383
+145
1813
$7K ﹤0.01%
995
+86
1814
$7K ﹤0.01%
432
-192
1815
$7K ﹤0.01%
480
-9
1816
$7K ﹤0.01%
227
-85
1817
$7K ﹤0.01%
200
-1,064
1818
$7K ﹤0.01%
299
+216
1819
$7K ﹤0.01%
182
-41
1820
$7K ﹤0.01%
189
-1,882
1821
$7K ﹤0.01%
330
+269
1822
$7K ﹤0.01%
60
1823
$7K ﹤0.01%
59
-11
1824
$7K ﹤0.01%
432
1825
$7K ﹤0.01%
64
+15
71 72
73
74 75