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
2426
$1K ﹤0.01%
26
-3
2427
$1K ﹤0.01%
360
-750
2428
$1K ﹤0.01%
71
+16
2429
$1K ﹤0.01%
1,352
2430
$1K ﹤0.01%
58
2431
$1K ﹤0.01%
+25
2432
$1K ﹤0.01%
85
2433
$1K ﹤0.01%
120
2434
$1K ﹤0.01%
+2
2435
$1K ﹤0.01%
30
2436
$1K ﹤0.01%
1,077
2437
$1K ﹤0.01%
+9
2438
$1K ﹤0.01%
100
2439
$1K ﹤0.01%
+24
2440
$1K ﹤0.01%
22
-259
2441
$1K ﹤0.01%
39
+23
2442
$1K ﹤0.01%
142
-1,000
2443
$1K ﹤0.01%
6
2444
$1K ﹤0.01%
341
-482
2445
$1K ﹤0.01%
104
2446
$1K ﹤0.01%
248
-1,525
2447
$1K ﹤0.01%
+31
2448
$1K ﹤0.01%
115
2449
$1K ﹤0.01%
26
2450
$1K ﹤0.01%
133
96 97
98
99 100