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
2301
$1K ﹤0.01%
49
-7
2302
$1K ﹤0.01%
117
-172
2303
$1K ﹤0.01%
5
-1
2304
$1K ﹤0.01%
100
-251
2305
$1K ﹤0.01%
6,660
-7
2306
$1K ﹤0.01%
93
-193
2307
$1K ﹤0.01%
+100
2308
$1K ﹤0.01%
56
-1,703
2309
$1K ﹤0.01%
12
2310
$1K ﹤0.01%
35
2311
$1K ﹤0.01%
+17
2312
$1K ﹤0.01%
290
2313
$1K ﹤0.01%
373
2314
$1K ﹤0.01%
200
2315
$1K ﹤0.01%
69
2316
$1K ﹤0.01%
84
2317
$1K ﹤0.01%
286
+200
2318
$1K ﹤0.01%
38
2319
$1K ﹤0.01%
88
-152
2320
$1K ﹤0.01%
+200
2321
$1K ﹤0.01%
290
2322
$1K ﹤0.01%
+1,000
2323
$1K ﹤0.01%
11
-27
2324
$1K ﹤0.01%
100
2325
$1K ﹤0.01%
577
+21
91 92
93
94 95