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
2676
$13K ﹤0.01%
294
2677
$12K ﹤0.01%
250
2678
$12K ﹤0.01%
+320
2679
$12K ﹤0.01%
+200
2680
$12K ﹤0.01%
401
-190
2681
$12K ﹤0.01%
1,000
2682
$12K ﹤0.01%
218
+53
2683
$12K ﹤0.01%
24,500
+12,000
2684
$12K ﹤0.01%
363
2685
$12K ﹤0.01%
200
2686
$12K ﹤0.01%
1,569
+303
2687
$12K ﹤0.01%
153
+22
2688
$12K ﹤0.01%
481
-550
2689
$12K ﹤0.01%
440
+395
2690
$12K ﹤0.01%
172
+37
2691
$12K ﹤0.01%
540
-269
2692
$12K ﹤0.01%
900
2693
$12K ﹤0.01%
848
2694
$12K ﹤0.01%
457
2695
$12K ﹤0.01%
1,025
+186
2696
$12K ﹤0.01%
295
2697
$12K ﹤0.01%
931
+372
2698
$12K ﹤0.01%
546
2699
$12K ﹤0.01%
429
+105
2700
$12K ﹤0.01%
1,142
+292
106 107
108
109 110