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
1851
$6K ﹤0.01%
165
+74
1852
$6K ﹤0.01%
+92
1853
$6K ﹤0.01%
262
-48
1854
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541
1855
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305
+250
1856
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144
1857
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+120
1858
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183
-1,152
1859
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227
-133
1860
$6K ﹤0.01%
100
-59
1861
$6K ﹤0.01%
213
-1,882
1862
$6K ﹤0.01%
97
+9
1863
– –
0
1864
$6K ﹤0.01%
+173
1865
$6K ﹤0.01%
683
-1,031
1866
$6K ﹤0.01%
108
-27
1867
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250
-350
1868
$6K ﹤0.01%
146
1869
$6K ﹤0.01%
264
+64
1870
$6K ﹤0.01%
209
+13
1871
$6K ﹤0.01%
100
-1,670
1872
$6K ﹤0.01%
537
+200
1873
$6K ﹤0.01%
166
-38
1874
$6K ﹤0.01%
427
-46
1875
$6K ﹤0.01%
952
-2,086
73 74
75
76 77