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
2376
$1K ﹤0.01%
40
-22,637
2377
$1K ﹤0.01%
1,103
+843
2378
$1K ﹤0.01%
+40
2379
$1K ﹤0.01%
40
+32
2380
$1K ﹤0.01%
133
2381
$1K ﹤0.01%
36
2382
$1K ﹤0.01%
70
-31
2383
$1K ﹤0.01%
11
-512
2384
$1K ﹤0.01%
+55
2385
$1K ﹤0.01%
28
+17
2386
$1K ﹤0.01%
59
-1,000
2387
$1K ﹤0.01%
91
2388
$1K ﹤0.01%
+21
2389
$1K ﹤0.01%
13
-1,112
2390
$1K ﹤0.01%
+2
2391
$1K ﹤0.01%
100
2392
$1K ﹤0.01%
76
+30
2393
$1K ﹤0.01%
200
2394
$1K ﹤0.01%
+82
2395
$1K ﹤0.01%
+780
2396
$1K ﹤0.01%
1,150
-3,000
2397
$1K ﹤0.01%
89
-396
2398
$1K ﹤0.01%
204
-6,537
2399
$1K ﹤0.01%
258
-671
2400
$1K ﹤0.01%
102
+3
94 95
96
97 98