We are live on ! Find out more
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
2326
– –
0
2327
$1K ﹤0.01%
69
2328
$1K ﹤0.01%
100
2329
$1K ﹤0.01%
25
2330
$1K ﹤0.01%
340
+191
2331
$1K ﹤0.01%
+56
2332
$1K ﹤0.01%
+27
2333
$1K ﹤0.01%
+11
2334
$1K ﹤0.01%
28
2335
$1K ﹤0.01%
+22
2336
$1K ﹤0.01%
119
2337
$1K ﹤0.01%
156
2338
$1K ﹤0.01%
+31
2339
$1K ﹤0.01%
150
-101
2340
$1K ﹤0.01%
44
2341
$1K ﹤0.01%
44
2342
$1K ﹤0.01%
53
2343
$1K ﹤0.01%
50
2344
$1K ﹤0.01%
33
+31
2345
$1K ﹤0.01%
+47
2346
$1K ﹤0.01%
20,000
2347
$1K ﹤0.01%
321
2348
$1K ﹤0.01%
12
-36
2349
$1K ﹤0.01%
12
2350
$1K ﹤0.01%
9
92 93
94
95 96