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
2226
$2K ﹤0.01%
88
-10
2227
$2K ﹤0.01%
26
+9
2228
$2K ﹤0.01%
150
2229
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161
+75
2230
$2K ﹤0.01%
42
-27
2231
$2K ﹤0.01%
172
-119
2232
$2K ﹤0.01%
+140
2233
$2K ﹤0.01%
221
-150
2234
$2K ﹤0.01%
+97
2235
$2K ﹤0.01%
65
-14
2236
$2K ﹤0.01%
1,070
2237
$2K ﹤0.01%
+372
2238
$2K ﹤0.01%
143
-767
2239
$2K ﹤0.01%
1
2240
$2K ﹤0.01%
23
-5
2241
$2K ﹤0.01%
146
+73
2242
$2K ﹤0.01%
2,200
2243
$2K ﹤0.01%
81
+30
2244
$2K ﹤0.01%
500
2245
$2K ﹤0.01%
136
-2,744
2246
$2K ﹤0.01%
77
-116
2247
$2K ﹤0.01%
136
2248
$2K ﹤0.01%
280
2249
$2K ﹤0.01%
107
2250
$2K ﹤0.01%
500
88 89
90
91 92