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
$1K ﹤0.01%
100
2327
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200
2328
$1K ﹤0.01%
70
-332
2329
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269
+134
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2331
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2332
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9
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2334
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2335
$1K ﹤0.01%
+38
2336
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160
+100
2337
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39
2338
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48
2339
$1K ﹤0.01%
+55
2340
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42
-2,756
2341
$1K ﹤0.01%
20,000
2342
$1K ﹤0.01%
+35
2343
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33
2344
$1K ﹤0.01%
+257
2345
$1K ﹤0.01%
500
2346
$1K ﹤0.01%
+88
2347
$1K ﹤0.01%
144
-8
2348
$1K ﹤0.01%
264
+160
2349
$1K ﹤0.01%
33
2350
$1K ﹤0.01%
50
92 93
94
95 96