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
2151
$2K ﹤0.01%
90
-20
2152
$2K ﹤0.01%
37
-42
2153
$2K ﹤0.01%
205
-37
2154
$2K ﹤0.01%
50
2155
$2K ﹤0.01%
82
2156
$2K ﹤0.01%
402
+171
2157
$2K ﹤0.01%
63
+36
2158
$2K ﹤0.01%
120
2159
$2K ﹤0.01%
80
-800
2160
$2K ﹤0.01%
56
-82
2161
$2K ﹤0.01%
40
2162
$2K ﹤0.01%
98
-139
2163
$2K ﹤0.01%
99
-53,497
2164
$2K ﹤0.01%
78
-23
2165
$2K ﹤0.01%
190
2166
$2K ﹤0.01%
76
+61
2167
$2K ﹤0.01%
138
2168
$2K ﹤0.01%
143
-25
2169
$2K ﹤0.01%
65
2170
$2K ﹤0.01%
43
-35
2171
$2K ﹤0.01%
26
-67
2172
$2K ﹤0.01%
199
2173
$2K ﹤0.01%
85
2174
$2K ﹤0.01%
90
-1,235
2175
$2K ﹤0.01%
65
-369
85 86
87
88 89