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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
2276
$1K ﹤0.01%
35
2277
$1K ﹤0.01%
+17
2278
$1K ﹤0.01%
290
2279
$1K ﹤0.01%
373
2280
$1K ﹤0.01%
200
2281
$1K ﹤0.01%
69
2282
$1K ﹤0.01%
84
2283
$1K ﹤0.01%
286
+200
2284
$1K ﹤0.01%
38
2285
$1K ﹤0.01%
88
-152
2286
$1K ﹤0.01%
+200
2287
$1K ﹤0.01%
290
2288
$1K ﹤0.01%
+1,000
2289
$1K ﹤0.01%
11
-27
2290
$1K ﹤0.01%
100
2291
$1K ﹤0.01%
577
+21
2292
$1K ﹤0.01%
100
2293
$1K ﹤0.01%
200
2294
$1K ﹤0.01%
70
-332
2295
$1K ﹤0.01%
269
+134
2296
$1K ﹤0.01%
100
2297
$1K ﹤0.01%
200
-400
2298
$1K ﹤0.01%
9
+1
2299
$1K ﹤0.01%
22
-13
2300
$1K ﹤0.01%
+32
90 91
92
93 94