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

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
3001
$8K ﹤0.01%
144
+44
3002
$8K ﹤0.01%
2,417
3003
$8K ﹤0.01%
5,575
+50
3004
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641
3005
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414
+19
3006
$8K ﹤0.01%
200
3007
$7K ﹤0.01%
175
3008
$7K ﹤0.01%
19
+10
3009
$7K ﹤0.01%
377
3010
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965
3011
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300
-300
3012
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1
3013
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305
-7
3014
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370
+300
3015
$7K ﹤0.01%
1,100
3016
$7K ﹤0.01%
306
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3017
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8
+4
3018
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1,000
3019
$7K ﹤0.01%
282
+12
3020
$7K ﹤0.01%
1,200
+200
3021
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459
3022
$7K ﹤0.01%
195
3023
$7K ﹤0.01%
820
+235
3024
$7K ﹤0.01%
393
+10
3025
$7K ﹤0.01%
+221