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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
2376
$1K ﹤0.01%
204
-6,537
2377
$1K ﹤0.01%
264
+160
2378
$1K ﹤0.01%
258
-671
2379
$1K ﹤0.01%
102
+3
2380
$1K ﹤0.01%
100
2381
$1K ﹤0.01%
26
-30
2382
$1K ﹤0.01%
+40
2383
$1K ﹤0.01%
13
2384
$1K ﹤0.01%
131
+37
2385
$1K ﹤0.01%
72
-16
2386
$1K ﹤0.01%
+8
2387
$1K ﹤0.01%
158
2388
$1K ﹤0.01%
36
2389
$1K ﹤0.01%
76
2390
$1K ﹤0.01%
62
2391
$1K ﹤0.01%
39
2392
$1K ﹤0.01%
17
-60
2393
$1K ﹤0.01%
100
2394
$1K ﹤0.01%
20
2395
$1K ﹤0.01%
+30
2396
$1K ﹤0.01%
163
2397
$1K ﹤0.01%
27
-57
2398
$1K ﹤0.01%
14
+3
2399
$1K ﹤0.01%
500
2400
$1K ﹤0.01%
33
94 95
96
97 98