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
2801
$10K ﹤0.01%
589
+7
2802
$10K ﹤0.01%
60
-13
2803
$10K ﹤0.01%
453
+162
2804
$10K ﹤0.01%
269
+85
2805
$10K ﹤0.01%
286
-175
2806
$10K ﹤0.01%
150
+55
2807
$10K ﹤0.01%
158
+62
2808
$10K ﹤0.01%
250
2809
$10K ﹤0.01%
141
-127
2810
$10K ﹤0.01%
244
2811
$10K ﹤0.01%
500
2812
$10K ﹤0.01%
367
2813
$10K ﹤0.01%
2,021
+470
2814
$10K ﹤0.01%
921
+109
2815
$10K ﹤0.01%
198
2816
$10K ﹤0.01%
457
-371
2817
$10K ﹤0.01%
130
2818
$10K ﹤0.01%
759
-25
2819
$10K ﹤0.01%
600
2820
$10K ﹤0.01%
505
2821
$10K ﹤0.01%
+1,000
2822
$10K ﹤0.01%
520
-156
2823
$10K ﹤0.01%
303
+86
2824
$10K ﹤0.01%
183
-110
2825
$10K ﹤0.01%
113
-55
111 112
113
114 115