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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
2176
$2K ﹤0.01%
50
2177
$2K ﹤0.01%
447
2178
$2K ﹤0.01%
37
+6
2179
$2K ﹤0.01%
3,825
+105
2180
$2K ﹤0.01%
150
2181
$2K ﹤0.01%
50
2182
$2K ﹤0.01%
13
-6
2183
$2K ﹤0.01%
100
2184
$2K ﹤0.01%
+29
2185
$2K ﹤0.01%
300
-300
2186
$2K ﹤0.01%
100
2187
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17
-18
2188
$2K ﹤0.01%
41
2189
$2K ﹤0.01%
149
2190
$2K ﹤0.01%
21
-8
2191
$2K ﹤0.01%
19
2192
$2K ﹤0.01%
139
+82
2193
$2K ﹤0.01%
+130
2194
$2K ﹤0.01%
79
+20
2195
$2K ﹤0.01%
12
-17
2196
$2K ﹤0.01%
33
2197
$2K ﹤0.01%
+4
2198
$2K ﹤0.01%
339
+79
2199
$2K ﹤0.01%
38
+4
2200
$2K ﹤0.01%
88
86 87
88
89 90