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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
2401
$1K ﹤0.01%
26
-3
2402
$1K ﹤0.01%
360
-750
2403
$1K ﹤0.01%
71
+16
2404
$1K ﹤0.01%
1,352
2405
$1K ﹤0.01%
58
2406
$1K ﹤0.01%
+25
2407
$1K ﹤0.01%
85
2408
$1K ﹤0.01%
33
2409
$1K ﹤0.01%
50
2410
$1K ﹤0.01%
460
2411
$1K ﹤0.01%
18
2412
$1K ﹤0.01%
+31
2413
$1K ﹤0.01%
94
2414
$1K ﹤0.01%
+60
2415
$1K ﹤0.01%
39
2416
$1K ﹤0.01%
80
2417
$1K ﹤0.01%
44
-38
2418
$1K ﹤0.01%
+140
2419
$1K ﹤0.01%
120
2420
– –
0
2421
$1K ﹤0.01%
30
2422
$1K ﹤0.01%
1,077
2423
$1K ﹤0.01%
+9
2424
$1K ﹤0.01%
100
2425
$1K ﹤0.01%
+24
95 96
97
98 99