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
1976
$4K ﹤0.01%
+80
1977
$4K ﹤0.01%
196
+56
1978
$4K ﹤0.01%
+110
1979
$4K ﹤0.01%
352
-63
1980
$4K ﹤0.01%
262
-11
1981
$4K ﹤0.01%
75
1982
$4K ﹤0.01%
78
-6
1983
$4K ﹤0.01%
91
+9
1984
$4K ﹤0.01%
+89
1985
$4K ﹤0.01%
+110
1986
$4K ﹤0.01%
80
-100
1987
$4K ﹤0.01%
270
1988
$4K ﹤0.01%
170
1989
$4K ﹤0.01%
225
+189
1990
$4K ﹤0.01%
274
1991
$4K ﹤0.01%
320
+67
1992
$4K ﹤0.01%
72
1993
$4K ﹤0.01%
479
+407
1994
$4K ﹤0.01%
603
+55
1995
$4K ﹤0.01%
159
-135
1996
$4K ﹤0.01%
90
1997
$4K ﹤0.01%
100
1998
$4K ﹤0.01%
123
-152
1999
$4K ﹤0.01%
54
+6
2000
$4K ﹤0.01%
375
78 79
80
81 82