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
2276
$1K ﹤0.01%
64
2277
$1K ﹤0.01%
27
-1,937
2278
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71
2279
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+45
2280
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+20
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44
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2283
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9
2284
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15
-30
2285
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200
-1,477
2286
$1K ﹤0.01%
5
2287
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7
2288
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+97
2289
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10
2290
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13
-705
2291
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150
2292
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17
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22
-1,522
2294
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+49
2295
$1K ﹤0.01%
356
+320
2296
– –
0
2297
$1K ﹤0.01%
+34
2298
$1K ﹤0.01%
52
-2,485
2299
$1K ﹤0.01%
+100
2300
$1K ﹤0.01%
137
90 91
92
93 94