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
2676
$13K ﹤0.01%
781
-15,075
2677
$12K ﹤0.01%
266
+48
2678
$12K ﹤0.01%
1,000
2679
$12K ﹤0.01%
500
-17
2680
$12K ﹤0.01%
172
+37
2681
$12K ﹤0.01%
540
-269
2682
$12K ﹤0.01%
1,361
2683
$12K ﹤0.01%
575
+173
2684
$12K ﹤0.01%
1,142
+292
2685
$12K ﹤0.01%
127
-63
2686
$12K ﹤0.01%
6,000
-5,000
2687
$12K ﹤0.01%
1,116
2688
$12K ﹤0.01%
348
-5
2689
$12K ﹤0.01%
550
2690
$12K ﹤0.01%
838
+9
2691
$12K ﹤0.01%
403
+156
2692
$12K ﹤0.01%
1,048
+6
2693
$12K ﹤0.01%
1,000
-1,000
2694
$12K ﹤0.01%
+275
2695
$12K ﹤0.01%
284
+96
2696
$12K ﹤0.01%
570
-1,295
2697
$12K ﹤0.01%
174
2698
$12K ﹤0.01%
134
-1
2699
$12K ﹤0.01%
+244
2700
$12K ﹤0.01%
793
106 107
108
109 110