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
2401
$1K ﹤0.01%
100
2402
$1K ﹤0.01%
26
-30
2403
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+40
2404
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13
2405
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131
+37
2406
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72
-16
2407
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+8
2408
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158
2409
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36
2410
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76
2411
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62
2412
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39
2413
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17
-60
2414
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100
2415
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20
2416
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+30
2417
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2418
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27
-57
2419
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14
+3
2420
$1K ﹤0.01%
+83
2421
$1K ﹤0.01%
36
-14
2422
$1K ﹤0.01%
29
2423
$1K ﹤0.01%
58
+37
2424
$1K ﹤0.01%
500
2425
$1K ﹤0.01%
33
95 96
97
98 99