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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
1976
$4K ﹤0.01%
100
1977
$4K ﹤0.01%
123
-152
1978
$4K ﹤0.01%
54
+6
1979
$4K ﹤0.01%
375
1980
$4K ﹤0.01%
+300
1981
$4K ﹤0.01%
128
+65
1982
$4K ﹤0.01%
+127
1983
$4K ﹤0.01%
158
+122
1984
$4K ﹤0.01%
278
-332
1985
$4K ﹤0.01%
75
1986
$4K ﹤0.01%
147
1987
$4K ﹤0.01%
252
-498
1988
$4K ﹤0.01%
113
+2
1989
$4K ﹤0.01%
117
1990
$4K ﹤0.01%
259
1991
$4K ﹤0.01%
+46
1992
$4K ﹤0.01%
165
1993
$4K ﹤0.01%
39
+22
1994
$4K ﹤0.01%
94
1995
$4K ﹤0.01%
100
1996
$4K ﹤0.01%
339
+77
1997
$4K ﹤0.01%
227
+17
1998
$4K ﹤0.01%
925
-2,503
1999
$4K ﹤0.01%
500
2000
$4K ﹤0.01%
196
+27
78 79
80
81 82