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
1876
$6K ﹤0.01%
357
+149
1877
$6K ﹤0.01%
+200
1878
$6K ﹤0.01%
+1
1879
$6K ﹤0.01%
+154
1880
$6K ﹤0.01%
600
-25
1881
$6K ﹤0.01%
314
-1,424
1882
$6K ﹤0.01%
247
+30
1883
$6K ﹤0.01%
16
1884
$6K ﹤0.01%
136
+49
1885
$6K ﹤0.01%
200
+19
1886
$6K ﹤0.01%
233
+7
1887
$5K ﹤0.01%
229
-100
1888
$5K ﹤0.01%
73
1889
$5K ﹤0.01%
100
1890
$5K ﹤0.01%
+338
1891
$5K ﹤0.01%
229
-518
1892
$5K ﹤0.01%
+15
1893
$5K ﹤0.01%
453
-1,275
1894
$5K ﹤0.01%
1,839
+555
1895
$5K ﹤0.01%
166
-109
1896
$5K ﹤0.01%
200
1897
$5K ﹤0.01%
244
1898
$5K ﹤0.01%
244
-1,252
1899
$5K ﹤0.01%
356
-2,018
1900
$5K ﹤0.01%
623
-53
74 75
76
77 78