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
3076
$7K ﹤0.01%
160
-270
3077
$7K ﹤0.01%
1,600
-5,000
3078
$7K ﹤0.01%
+1,000
3079
$7K ﹤0.01%
+135
3080
$7K ﹤0.01%
3,314
3081
$7K ﹤0.01%
227
3082
$7K ﹤0.01%
949
3083
$7K ﹤0.01%
165
+53
3084
$7K ﹤0.01%
447
+423
3085
$7K ﹤0.01%
200
3086
$7K ﹤0.01%
251
3087
$7K ﹤0.01%
315
+103
3088
$7K ﹤0.01%
525
3089
– –
0
3090
$7K ﹤0.01%
115
+34
3091
$7K ﹤0.01%
1,568
3092
$6K ﹤0.01%
250
3093
$6K ﹤0.01%
+375
3094
$6K ﹤0.01%
217
+15
3095
$6K ﹤0.01%
600
-50
3096
$6K ﹤0.01%
109
+78
3097
$6K ﹤0.01%
284
-87
3098
$6K ﹤0.01%
350
3099
$6K ﹤0.01%
100
-7
3100
$6K ﹤0.01%
384
+151
122 123
124
125 126