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
2901
$9K ﹤0.01%
594
+7
2902
$9K ﹤0.01%
1,100
2903
$9K ﹤0.01%
405
2904
$9K ﹤0.01%
139
+34
2905
$9K ﹤0.01%
150
2906
$9K ﹤0.01%
421
2907
$9K ﹤0.01%
+500
2908
$9K ﹤0.01%
84
+2
2909
$9K ﹤0.01%
125
2910
$9K ﹤0.01%
241
+125
2911
$9K ﹤0.01%
185
+87
2912
$9K ﹤0.01%
120
2913
$9K ﹤0.01%
254
+204
2914
$9K ﹤0.01%
879
+804
2915
$9K ﹤0.01%
1,100
2916
$9K ﹤0.01%
615
+5
2917
– –
0
2918
$9K ﹤0.01%
515
+215
2919
$9K ﹤0.01%
775
2920
$9K ﹤0.01%
254
2921
$9K ﹤0.01%
464
+144
2922
$9K ﹤0.01%
83
-1,360
2923
$9K ﹤0.01%
330
2924
$9K ﹤0.01%
3,500
2925
$9K ﹤0.01%
1,200
115 116
117
118 119