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
2076
$3K ﹤0.01%
+78
2077
$3K ﹤0.01%
+100
2078
$3K ﹤0.01%
284
-26
2079
$3K ﹤0.01%
250
2080
$3K ﹤0.01%
85
-30
2081
$3K ﹤0.01%
161
+21
2082
$3K ﹤0.01%
46
+25
2083
$3K ﹤0.01%
27
2084
$3K ﹤0.01%
700
-14
2085
$3K ﹤0.01%
+200
2086
$3K ﹤0.01%
260
2087
$3K ﹤0.01%
42
-10
2088
$3K ﹤0.01%
24
-7
2089
$3K ﹤0.01%
93
+62
2090
$3K ﹤0.01%
207
2091
$3K ﹤0.01%
135
+38
2092
$3K ﹤0.01%
135
-184
2093
$3K ﹤0.01%
89
-339
2094
$3K ﹤0.01%
43
-13
2095
$3K ﹤0.01%
+22
2096
$3K ﹤0.01%
38
-3
2097
$3K ﹤0.01%
60
2098
$3K ﹤0.01%
195
-180
2099
$3K ﹤0.01%
236
2100
$3K ﹤0.01%
270
-58
82 83
84
85 86