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
2826
$10K ﹤0.01%
290
2827
$10K ﹤0.01%
318
+103
2828
$10K ﹤0.01%
280
2829
$10K ﹤0.01%
300
-100
2830
$10K ﹤0.01%
101
+1
2831
$10K ﹤0.01%
689
+174
2832
$10K ﹤0.01%
9
2833
$10K ﹤0.01%
400
2834
$10K ﹤0.01%
401
-49
2835
$10K ﹤0.01%
353
+7
2836
$10K ﹤0.01%
729
-407
2837
$10K ﹤0.01%
+1,000
2838
$10K ﹤0.01%
1,000
2839
$10K ﹤0.01%
288
+206
2840
$10K ﹤0.01%
130
+50
2841
$10K ﹤0.01%
271
-299
2842
$10K ﹤0.01%
439
-539
2843
$10K ﹤0.01%
650
+358
2844
$10K ﹤0.01%
431
+103
2845
$10K ﹤0.01%
197
-353
2846
$10K ﹤0.01%
820
-114
2847
$10K ﹤0.01%
1,000
2848
$10K ﹤0.01%
2,839
2849
$10K ﹤0.01%
253
+73
2850
$10K ﹤0.01%
675
112 113
114
115 116