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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
2301
$1K ﹤0.01%
+38
2302
$1K ﹤0.01%
160
+100
2303
$1K ﹤0.01%
39
2304
$1K ﹤0.01%
48
2305
$1K ﹤0.01%
+55
2306
$1K ﹤0.01%
42
-2,756
2307
$1K ﹤0.01%
2,050
2308
$1K ﹤0.01%
8
-36
2309
$1K ﹤0.01%
+35
2310
$1K ﹤0.01%
33
2311
$1K ﹤0.01%
+257
2312
$1K ﹤0.01%
500
2313
$1K ﹤0.01%
+88
2314
$1K ﹤0.01%
144
-8
2315
$1K ﹤0.01%
+22
2316
$1K ﹤0.01%
+245
2317
$1K ﹤0.01%
+83
2318
$1K ﹤0.01%
36
-14
2319
$1K ﹤0.01%
29
2320
$1K ﹤0.01%
58
+37
2321
$1K ﹤0.01%
38
-1,425
2322
$1K ﹤0.01%
+83
2323
$1K ﹤0.01%
309
-427
2324
$1K ﹤0.01%
+10
2325
$1K ﹤0.01%
17
-15
91 92
93
94 95