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
2851
$10K ﹤0.01%
+400
2852
$10K ﹤0.01%
371
-78
2853
$10K ﹤0.01%
475
2854
$10K ﹤0.01%
+230
2855
$10K ﹤0.01%
283
2856
$10K ﹤0.01%
766
-1,461
2857
$10K ﹤0.01%
412
2858
$10K ﹤0.01%
+340
2859
$10K ﹤0.01%
735
2860
$9K ﹤0.01%
460
2861
$9K ﹤0.01%
139
+34
2862
$9K ﹤0.01%
150
2863
$9K ﹤0.01%
330
2864
$9K ﹤0.01%
3,500
2865
$9K ﹤0.01%
1,200
2866
$9K ﹤0.01%
214
+114
2867
$9K ﹤0.01%
145
-139
2868
$9K ﹤0.01%
197
+47
2869
$9K ﹤0.01%
222
+58
2870
$9K ﹤0.01%
119
-2
2871
$9K ﹤0.01%
200
2872
$9K ﹤0.01%
184
-644
2873
$9K ﹤0.01%
726
2874
$9K ﹤0.01%
456
2875
$9K ﹤0.01%
220
-309
113 114
115
116 117