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
$1.88B
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,292
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.78M
3
+$6.21M
4
IAU icon
iShares Gold Trust
IAU
+$3.99M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.26M

Top Sells

1
+$2.87M
2
+$2.68M
3
+$2.43M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.43M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.95M

Sector Composition

1 Financials 6.08%
2 Consumer Staples 6.06%
3 Healthcare 6.05%
4 Technology 5.4%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$16K ﹤0.01%
161
+113
2527
$16K ﹤0.01%
580
2528
$16K ﹤0.01%
215
+80
2529
$16K ﹤0.01%
317
+35
2530
$16K ﹤0.01%
+510
2531
– –
0
2532
$16K ﹤0.01%
743
2533
$16K ﹤0.01%
686
2534
$16K ﹤0.01%
301
-50
2535
$16K ﹤0.01%
1,300
2536
$16K ﹤0.01%
147
+116
2537
$16K ﹤0.01%
316
+1
2538
$16K ﹤0.01%
1,509
+32
2539
$16K ﹤0.01%
356
2540
$16K ﹤0.01%
800
-17
2541
$16K ﹤0.01%
1,000
2542
$16K ﹤0.01%
872
2543
$16K ﹤0.01%
370
2544
$16K ﹤0.01%
6,686
2545
$16K ﹤0.01%
398
-21
2546
$16K ﹤0.01%
249
+15
2547
$16K ﹤0.01%
328
+106
2548
$16K ﹤0.01%
464
+19
2549
$16K ﹤0.01%
2,400
2550
$16K ﹤0.01%
816
100 101
102
103 104