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
2951
$8K ﹤0.01%
275
2952
$8K ﹤0.01%
145
+135
2953
$8K ﹤0.01%
155
-115
2954
$8K ﹤0.01%
182
2955
$8K ﹤0.01%
777
2956
$8K ﹤0.01%
75
2957
$8K ﹤0.01%
800
2958
$8K ﹤0.01%
345
2959
$8K ﹤0.01%
1,740
+582
2960
$8K ﹤0.01%
741
+101
2961
$8K ﹤0.01%
381
+1
2962
$8K ﹤0.01%
142
2963
$8K ﹤0.01%
+125
2964
$8K ﹤0.01%
308
-41
2965
$8K ﹤0.01%
100
2966
$8K ﹤0.01%
374
2967
$8K ﹤0.01%
135
-378
2968
$8K ﹤0.01%
200
-830
2969
$8K ﹤0.01%
135
-165
2970
$8K ﹤0.01%
175
2971
$8K ﹤0.01%
184
2972
$8K ﹤0.01%
600
2973
$8K ﹤0.01%
594
2974
$8K ﹤0.01%
+297
2975
$8K ﹤0.01%
2,072
117 118
119
120 121