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
2701
$12K ﹤0.01%
127
-63
2702
$12K ﹤0.01%
6,000
-5,000
2703
$12K ﹤0.01%
1,116
2704
$12K ﹤0.01%
348
-5
2705
$12K ﹤0.01%
550
2706
$12K ﹤0.01%
838
+9
2707
$12K ﹤0.01%
403
+156
2708
$12K ﹤0.01%
1,048
+6
2709
$12K ﹤0.01%
1,000
-1,000
2710
$12K ﹤0.01%
+275
2711
$12K ﹤0.01%
266
+48
2712
$12K ﹤0.01%
1,000
2713
$12K ﹤0.01%
575
+173
2714
$12K ﹤0.01%
284
+96
2715
$12K ﹤0.01%
570
-1,295
2716
$12K ﹤0.01%
174
2717
$12K ﹤0.01%
134
-1
2718
$12K ﹤0.01%
+244
2719
$12K ﹤0.01%
793
2720
$12K ﹤0.01%
812
2721
$12K ﹤0.01%
1,199
+11
2722
$12K ﹤0.01%
199
+66
2723
$12K ﹤0.01%
500
+425
2724
$12K ﹤0.01%
500
-17
2725
$12K ﹤0.01%
305
107 108
109
110 111