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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
2201
$2K ﹤0.01%
150
-1,497
2202
$2K ﹤0.01%
304
2203
$2K ﹤0.01%
57
-57
2204
$2K ﹤0.01%
96
2205
$2K ﹤0.01%
+127
2206
$2K ﹤0.01%
12
+7
2207
$2K ﹤0.01%
50
-24
2208
$2K ﹤0.01%
+100
2209
$2K ﹤0.01%
+46
2210
$2K ﹤0.01%
204
+1
2211
$2K ﹤0.01%
+110
2212
$2K ﹤0.01%
785
-74
2213
$2K ﹤0.01%
211
+142
2214
– –
0
2215
$2K ﹤0.01%
300
2216
$2K ﹤0.01%
69
2217
$2K ﹤0.01%
29
-272
2218
$2K ﹤0.01%
16
-8
2219
$2K ﹤0.01%
30
2220
$2K ﹤0.01%
88
-10
2221
$2K ﹤0.01%
26
+9
2222
$2K ﹤0.01%
150
2223
$2K ﹤0.01%
161
+75
2224
$2K ﹤0.01%
42
-27
2225
$2K ﹤0.01%
172
-119
87 88
89
90 91