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
1826
$7K ﹤0.01%
251
+129
1827
$7K ﹤0.01%
500
1828
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51
1829
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400
-100
1830
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868
-135
1831
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687
+51
1832
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85
-41
1833
$7K ﹤0.01%
300
1834
$6K ﹤0.01%
160
1835
$6K ﹤0.01%
+89
1836
$6K ﹤0.01%
130
+106
1837
$6K ﹤0.01%
+77
1838
$6K ﹤0.01%
374
-34
1839
$6K ﹤0.01%
+588
1840
$6K ﹤0.01%
1,000
1841
$6K ﹤0.01%
125
1842
$6K ﹤0.01%
621
-2,688
1843
$6K ﹤0.01%
131
+2
1844
$6K ﹤0.01%
591
+58
1845
$6K ﹤0.01%
159
+6
1846
$6K ﹤0.01%
571
+19
1847
$6K ﹤0.01%
29
+7
1848
$6K ﹤0.01%
89
+9
1849
$6K ﹤0.01%
15
-337
1850
$6K ﹤0.01%
212
-40
72 73
74
75 76