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
3051
$7K ﹤0.01%
132
-246
3052
$7K ﹤0.01%
191
3053
$7K ﹤0.01%
247
-405
3054
$7K ﹤0.01%
493
3055
$7K ﹤0.01%
+200
3056
$7K ﹤0.01%
95
3057
$7K ﹤0.01%
77
+35
3058
$7K ﹤0.01%
146
+132
3059
$7K ﹤0.01%
273
3060
$7K ﹤0.01%
115
+50
3061
$7K ﹤0.01%
7,125
-1,000
3062
$7K ﹤0.01%
+3,586
3063
$7K ﹤0.01%
516
+2
3064
$7K ﹤0.01%
280
3065
– –
0
3066
$7K ﹤0.01%
723
3067
$7K ﹤0.01%
428
3068
$7K ﹤0.01%
494
+4
3069
$7K ﹤0.01%
328
3070
$7K ﹤0.01%
328
3071
$7K ﹤0.01%
127
-7
3072
$7K ﹤0.01%
160
-270
3073
$7K ﹤0.01%
1,600
-5,000
3074
$7K ﹤0.01%
+1,000
3075
$7K ﹤0.01%
+135
121 122
123
124 125