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
3126
$6K ﹤0.01%
1,050
+150
3127
$6K ﹤0.01%
7,000
3128
$6K ﹤0.01%
325
3129
$6K ﹤0.01%
87
+50
3130
$6K ﹤0.01%
265
3131
$6K ﹤0.01%
144
3132
$6K ﹤0.01%
122
-969
3133
$6K ﹤0.01%
412
3134
$6K ﹤0.01%
61
+46
3135
$6K ﹤0.01%
+500
3136
$6K ﹤0.01%
300
3137
$6K ﹤0.01%
145
+65
3138
$6K ﹤0.01%
124
+96
3139
$6K ﹤0.01%
137
3140
$6K ﹤0.01%
45
+29
3141
$6K ﹤0.01%
2,200
3142
$6K ﹤0.01%
241
+113
3143
$6K ﹤0.01%
264
+64
3144
$6K ﹤0.01%
179
+34
3145
$6K ﹤0.01%
270
3146
$6K ﹤0.01%
35
3147
$6K ﹤0.01%
200
3148
$6K ﹤0.01%
1,200
3149
$6K ﹤0.01%
200
3150
$6K ﹤0.01%
221