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
2051
$3K ﹤0.01%
155
-415
2052
$3K ﹤0.01%
100
2053
$3K ﹤0.01%
103
+30
2054
$3K ﹤0.01%
+113
2055
$3K ﹤0.01%
61
2056
$3K ﹤0.01%
390
-208
2057
$3K ﹤0.01%
530
2058
$3K ﹤0.01%
44
-70
2059
$3K ﹤0.01%
140
+62
2060
$3K ﹤0.01%
71
+5
2061
$3K ﹤0.01%
53
-411
2062
$3K ﹤0.01%
388
-137
2063
$3K ﹤0.01%
465
2064
$3K ﹤0.01%
+29
2065
$3K ﹤0.01%
74
2066
$3K ﹤0.01%
53
-11
2067
$3K ﹤0.01%
20
-317
2068
$3K ﹤0.01%
+93
2069
$3K ﹤0.01%
400
2070
$3K ﹤0.01%
45
+7
2071
$3K ﹤0.01%
234
+153
2072
$3K ﹤0.01%
79
+26
2073
$3K ﹤0.01%
99
+53
2074
$3K ﹤0.01%
31
+2
2075
$3K ﹤0.01%
131
+52
81 82
83
84 85