IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
2551
$15K ﹤0.01%
164
+84
2552
$15K ﹤0.01%
532
+8
2553
$15K ﹤0.01%
384
2554
$15K ﹤0.01%
816
2555
$15K ﹤0.01%
294
2556
$15K ﹤0.01%
1,000
-692
2557
$15K ﹤0.01%
390
+28
2558
$15K ﹤0.01%
836
2559
$15K ﹤0.01%
527
+169
2560
$15K ﹤0.01%
775
2561
$15K ﹤0.01%
968
2562
$15K ﹤0.01%
+500
2563
$15K ﹤0.01%
3,596
+2,378
2564
$15K ﹤0.01%
1,828
+13
2565
$15K ﹤0.01%
1,158
-2,855
2566
$15K ﹤0.01%
490
+115
2567
$15K ﹤0.01%
700
2568
$15K ﹤0.01%
200
-50
2569
$15K ﹤0.01%
817
2570
$15K ﹤0.01%
170
+42
2571
$15K ﹤0.01%
255
+100
2572
$15K ﹤0.01%
440
+328
2573
$15K ﹤0.01%
1,092
2574
$15K ﹤0.01%
1,842
+5
2575
$15K ﹤0.01%
110
+94
101 102
103
104 105