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
3176
$6K ﹤0.01%
1,000
3177
$6K ﹤0.01%
820
3178
$6K ﹤0.01%
525
+212
3179
$6K ﹤0.01%
589
+31
3180
$5K ﹤0.01%
159
+121
3181
$5K ﹤0.01%
47
+6
3182
$5K ﹤0.01%
199
+107
3183
$5K ﹤0.01%
3,899
3184
$5K ﹤0.01%
203
3185
$5K ﹤0.01%
168
3186
$5K ﹤0.01%
165
3187
$5K ﹤0.01%
91
-450
3188
$5K ﹤0.01%
+173
3189
$5K ﹤0.01%
850
3190
$5K ﹤0.01%
102
-92
3191
$5K ﹤0.01%
+557
3192
$5K ﹤0.01%
871
3193
$5K ﹤0.01%
1,000
3194
$5K ﹤0.01%
+50
3195
$5K ﹤0.01%
140
3196
$5K ﹤0.01%
313
3197
$5K ﹤0.01%
1,144
3198
$5K ﹤0.01%
95
3199
$5K ﹤0.01%
234
3200
$5K ﹤0.01%
2,685
-1,430
126 127
128
129 130