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
2101
$3K ﹤0.01%
145
+59
2102
$3K ﹤0.01%
47
-631
2103
$3K ﹤0.01%
+251
2104
$3K ﹤0.01%
743
2105
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352
2106
$3K ﹤0.01%
+380
2107
$3K ﹤0.01%
126
+48
2108
$3K ﹤0.01%
12
-1,691
2109
$3K ﹤0.01%
2,000
-429
2110
$3K ﹤0.01%
+54
2111
$3K ﹤0.01%
84
+4
2112
$3K ﹤0.01%
81
+62
2113
$3K ﹤0.01%
73
-1,789
2114
$3K ﹤0.01%
124
2115
$3K ﹤0.01%
103
-35
2116
$3K ﹤0.01%
93
-9
2117
$3K ﹤0.01%
93
+44
2118
$3K ﹤0.01%
143
+28
2119
$3K ﹤0.01%
1
2120
$3K ﹤0.01%
285
+8
2121
$3K ﹤0.01%
+338
2122
$3K ﹤0.01%
+200
2123
$3K ﹤0.01%
237
+81
2124
$3K ﹤0.01%
34
+2
2125
$3K ﹤0.01%
102
83 84
85
86 87