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

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%
+312
3181
$5K ﹤0.01%
609
3182
$5K ﹤0.01%
120
3183
$5K ﹤0.01%
135
+108
3184
$5K ﹤0.01%
155
+116
3185
$5K ﹤0.01%
+113
3186
$5K ﹤0.01%
6,610
3187
$5K ﹤0.01%
211
+1
3188
$5K ﹤0.01%
850
3189
$5K ﹤0.01%
102
-92
3190
$5K ﹤0.01%
+557
3191
$5K ﹤0.01%
871
3192
$5K ﹤0.01%
1,000
3193
$5K ﹤0.01%
+50
3194
$5K ﹤0.01%
140
3195
$5K ﹤0.01%
313
3196
$5K ﹤0.01%
1,144
3197
$5K ﹤0.01%
95
3198
$5K ﹤0.01%
159
+121
3199
$5K ﹤0.01%
234
3200
$5K ﹤0.01%
2,685
-1,430