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
1926
$5K ﹤0.01%
216
-88
1927
$5K ﹤0.01%
1,500
+700
1928
$5K ﹤0.01%
+417
1929
$5K ﹤0.01%
144
-1,613
1930
$5K ﹤0.01%
100
1931
$5K ﹤0.01%
244
1932
$5K ﹤0.01%
500
-2,038
1933
$5K ﹤0.01%
460
-750
1934
$5K ﹤0.01%
150
-18,528
1935
$5K ﹤0.01%
426
-1,656
1936
$5K ﹤0.01%
+89
1937
$5K ﹤0.01%
13
-13
1938
$5K ﹤0.01%
38
1939
$5K ﹤0.01%
306
-46,240
1940
$5K ﹤0.01%
309
-65
1941
$5K ﹤0.01%
260
-629
1942
$5K ﹤0.01%
+84
1943
$5K ﹤0.01%
+100
1944
$5K ﹤0.01%
261
+11
1945
$5K ﹤0.01%
178
+39
1946
$5K ﹤0.01%
5,500
+3,000
1947
$5K ﹤0.01%
8
-3
1948
$5K ﹤0.01%
+3,465
1949
$5K ﹤0.01%
+300
1950
$5K ﹤0.01%
2,493
+1,858
76 77
78
79 80