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
3101
$6K ﹤0.01%
311
-202
3102
$6K ﹤0.01%
139
-235
3103
$6K ﹤0.01%
428
+400
3104
$6K ﹤0.01%
1,038
3105
$6K ﹤0.01%
63
3106
$6K ﹤0.01%
238
3107
$6K ﹤0.01%
214
+1
3108
$6K ﹤0.01%
63
-1,342
3109
$6K ﹤0.01%
238
3110
$6K ﹤0.01%
190
+134
3111
$6K ﹤0.01%
255
3112
$6K ﹤0.01%
225
3113
$6K ﹤0.01%
+375
3114
$6K ﹤0.01%
177
3115
$6K ﹤0.01%
219
3116
$6K ﹤0.01%
477
3117
$6K ﹤0.01%
544
-315
3118
$6K ﹤0.01%
111
3119
$6K ﹤0.01%
600
-50
3120
$6K ﹤0.01%
109
+78
3121
$6K ﹤0.01%
1,050
+150
3122
$6K ﹤0.01%
7,000
3123
$6K ﹤0.01%
325
3124
$6K ﹤0.01%
87
+50
3125
$6K ﹤0.01%
265
123 124
125
126 127