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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
2251
$2K ﹤0.01%
26
2252
$2K ﹤0.01%
271
2253
$1K ﹤0.01%
+97
2254
$1K ﹤0.01%
10
2255
$1K ﹤0.01%
13
-705
2256
$1K ﹤0.01%
150
2257
$1K ﹤0.01%
17
-40
2258
$1K ﹤0.01%
22
-1,522
2259
$1K ﹤0.01%
+49
2260
$1K ﹤0.01%
356
+320
2261
– –
0
2262
$1K ﹤0.01%
+34
2263
$1K ﹤0.01%
52
-2,485
2264
$1K ﹤0.01%
+100
2265
$1K ﹤0.01%
137
2266
$1K ﹤0.01%
49
-7
2267
$1K ﹤0.01%
117
-172
2268
$1K ﹤0.01%
5
-1
2269
$1K ﹤0.01%
+53
2270
$1K ﹤0.01%
100
-251
2271
$1K ﹤0.01%
6,660
-7
2272
$1K ﹤0.01%
93
-193
2273
$1K ﹤0.01%
+100
2274
$1K ﹤0.01%
56
-1,703
2275
$1K ﹤0.01%
12
89 90
91
92 93