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
1951
$5K ﹤0.01%
520
-195
1952
$5K ﹤0.01%
2,400
1953
$5K ﹤0.01%
+302
1954
$5K ﹤0.01%
58
+28
1955
$5K ﹤0.01%
459
-1,000
1956
$5K ﹤0.01%
202
-118
1957
$5K ﹤0.01%
16
1958
$5K ﹤0.01%
229
+45
1959
$5K ﹤0.01%
247
-46
1960
$5K ﹤0.01%
207
+135
1961
$5K ﹤0.01%
210
+29
1962
$4K ﹤0.01%
52
-162
1963
$4K ﹤0.01%
188
-352
1964
$4K ﹤0.01%
49
-122
1965
$4K ﹤0.01%
500
1966
$4K ﹤0.01%
952
+289
1967
$4K ﹤0.01%
144
1968
$4K ﹤0.01%
956
-189
1969
$4K ﹤0.01%
34
-286
1970
$4K ﹤0.01%
173
-55
1971
$4K ﹤0.01%
100
1972
$4K ﹤0.01%
84
-204
1973
$4K ﹤0.01%
96
-18
1974
$4K ﹤0.01%
500
1975
$4K ﹤0.01%
+150
77 78
79
80 81