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
1901
$5K ﹤0.01%
5,000
1902
$5K ﹤0.01%
69
-3,458
1903
$5K ﹤0.01%
200
1904
$5K ﹤0.01%
160
+17
1905
$5K ﹤0.01%
500
1906
$5K ﹤0.01%
140
1907
$5K ﹤0.01%
213
-88
1908
$5K ﹤0.01%
119
+58
1909
$5K ﹤0.01%
571
+319
1910
$5K ﹤0.01%
+200
1911
$5K ﹤0.01%
598
+578
1912
$5K ﹤0.01%
2,540
1913
$5K ﹤0.01%
83
1914
$5K ﹤0.01%
206
1915
$5K ﹤0.01%
56
+32
1916
$5K ﹤0.01%
906
-6,137
1917
$5K ﹤0.01%
90
-416
1918
$5K ﹤0.01%
500
-35
1919
$5K ﹤0.01%
+204
1920
$5K ﹤0.01%
283
-2,004
1921
$5K ﹤0.01%
210
-41
1922
$5K ﹤0.01%
67
-36
1923
$5K ﹤0.01%
+92
1924
$5K ﹤0.01%
49
-1
1925
$5K ﹤0.01%
1,019
+130
75 76
77
78 79