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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
2076
$3K ﹤0.01%
195
-180
2077
$3K ﹤0.01%
236
2078
$3K ﹤0.01%
270
-58
2079
$3K ﹤0.01%
145
+59
2080
$3K ﹤0.01%
47
-631
2081
$3K ﹤0.01%
+251
2082
$3K ﹤0.01%
743
2083
$3K ﹤0.01%
352
2084
$3K ﹤0.01%
+380
2085
$3K ﹤0.01%
126
+48
2086
$3K ﹤0.01%
60
-8,455
2087
$3K ﹤0.01%
155
-415
2088
$3K ﹤0.01%
100
2089
$3K ﹤0.01%
103
+30
2090
$3K ﹤0.01%
+113
2091
$3K ﹤0.01%
2,000
-429
2092
$3K ﹤0.01%
+54
2093
$3K ﹤0.01%
61
2094
$3K ﹤0.01%
390
-208
2095
$3K ﹤0.01%
530
2096
$3K ﹤0.01%
44
-70
2097
$3K ﹤0.01%
140
+62
2098
$3K ﹤0.01%
71
+5
2099
$3K ﹤0.01%
53
-411
2100
$3K ﹤0.01%
388
-137
82 83
84
85 86