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
2126
$3K ﹤0.01%
100
2127
$3K ﹤0.01%
38
2128
$3K ﹤0.01%
129
2129
$3K ﹤0.01%
104
+11
2130
$3K ﹤0.01%
138
-34
2131
$3K ﹤0.01%
113
-400
2132
$3K ﹤0.01%
1,070
2133
$3K ﹤0.01%
746
+159
2134
$3K ﹤0.01%
74
+8
2135
$3K ﹤0.01%
+130
2136
$3K ﹤0.01%
625
2137
$3K ﹤0.01%
100
-120
2138
$3K ﹤0.01%
400
+249
2139
$2K ﹤0.01%
271
2140
$2K ﹤0.01%
30
2141
$2K ﹤0.01%
312
-3,267
2142
$2K ﹤0.01%
22
-46
2143
$2K ﹤0.01%
41
2144
$2K ﹤0.01%
+470
2145
$2K ﹤0.01%
306
-822
2146
$2K ﹤0.01%
244
-103
2147
$2K ﹤0.01%
162
-49
2148
$2K ﹤0.01%
8
2149
$2K ﹤0.01%
60
2150
$2K ﹤0.01%
635
+9
84 85
86
87 88