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
2601
$14K ﹤0.01%
9,527
+5,000
2602
$14K ﹤0.01%
407
-397
2603
$14K ﹤0.01%
488
2604
$14K ﹤0.01%
275
2605
$14K ﹤0.01%
233
2606
$14K ﹤0.01%
478
2607
$14K ﹤0.01%
362
+230
2608
$14K ﹤0.01%
302
+2
2609
$14K ﹤0.01%
295
2610
$14K ﹤0.01%
850
+500
2611
$14K ﹤0.01%
552
-112
2612
$14K ﹤0.01%
2
2613
$14K ﹤0.01%
219
+20
2614
$14K ﹤0.01%
1,000
2615
$14K ﹤0.01%
1,200
2616
$14K ﹤0.01%
3,388
+969
2617
$14K ﹤0.01%
848
+243
2618
$14K ﹤0.01%
282
+126
2619
$14K ﹤0.01%
507
-100
2620
$14K ﹤0.01%
107
2621
$14K ﹤0.01%
189
2622
$14K ﹤0.01%
510
2623
$14K ﹤0.01%
400
2624
$14K ﹤0.01%
571
2625
$14K ﹤0.01%
190
-5
103 104
105
106 107