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
3026
$7K ﹤0.01%
18
-2
3027
$7K ﹤0.01%
140
3028
$7K ﹤0.01%
280
3029
$7K ﹤0.01%
413
-1,293
3030
$7K ﹤0.01%
542
3031
$7K ﹤0.01%
241
3032
$7K ﹤0.01%
138
+99
3033
$7K ﹤0.01%
264
3034
$7K ﹤0.01%
322
+17
3035
$7K ﹤0.01%
+134
3036
$7K ﹤0.01%
+1,046
3037
$7K ﹤0.01%
225
+56
3038
$7K ﹤0.01%
159
+153
3039
$7K ﹤0.01%
915
3040
$7K ﹤0.01%
126
3041
$7K ﹤0.01%
83
+38
3042
$7K ﹤0.01%
449
+165
3043
$7K ﹤0.01%
+150
3044
$7K ﹤0.01%
870
3045
$7K ﹤0.01%
+1,000
3046
$7K ﹤0.01%
383
3047
$7K ﹤0.01%
132
-246
3048
$7K ﹤0.01%
191
3049
$7K ﹤0.01%
247
-405
3050
$7K ﹤0.01%
493
120 121
122
123 124