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
2876
$9K ﹤0.01%
1,700
-2,530
2877
$9K ﹤0.01%
214
+114
2878
$9K ﹤0.01%
145
-139
2879
$9K ﹤0.01%
3,600
2880
$9K ﹤0.01%
197
+47
2881
$9K ﹤0.01%
222
+58
2882
$9K ﹤0.01%
119
-2
2883
$9K ﹤0.01%
200
2884
$9K ﹤0.01%
184
-644
2885
$9K ﹤0.01%
726
2886
$9K ﹤0.01%
456
2887
$9K ﹤0.01%
220
-309
2888
$9K ﹤0.01%
317
+79
2889
$9K ﹤0.01%
1,096
2890
$9K ﹤0.01%
90
-34
2891
$9K ﹤0.01%
305
-125
2892
$9K ﹤0.01%
276
-820
2893
$9K ﹤0.01%
460
2894
$9K ﹤0.01%
106
-22
2895
$9K ﹤0.01%
+330
2896
$9K ﹤0.01%
+239
2897
$9K ﹤0.01%
290
2898
$9K ﹤0.01%
531
-533
2899
$9K ﹤0.01%
145
+68
2900
$9K ﹤0.01%
15
114 115
116
117 118