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
3201
$5K ﹤0.01%
97
3202
$5K ﹤0.01%
98
3203
$5K ﹤0.01%
175
-1,476
3204
$5K ﹤0.01%
+198
3205
$5K ﹤0.01%
408
3206
$5K ﹤0.01%
140
3207
$5K ﹤0.01%
163
+133
3208
$5K ﹤0.01%
42
-9
3209
$5K ﹤0.01%
232
3210
$5K ﹤0.01%
379
+299
3211
$5K ﹤0.01%
327
3212
$5K ﹤0.01%
100
3213
$5K ﹤0.01%
300
-200
3214
$5K ﹤0.01%
1,714
3215
$5K ﹤0.01%
292
+200
3216
$5K ﹤0.01%
3,400
3217
$5K ﹤0.01%
60
3218
$5K ﹤0.01%
195
3219
$5K ﹤0.01%
+69
3220
$5K ﹤0.01%
500
3221
$5K ﹤0.01%
205
3222
$5K ﹤0.01%
+48
3223
$5K ﹤0.01%
442
+24
3224
$5K ﹤0.01%
600
3225
$5K ﹤0.01%
211
-2,294
127 128
129
130 131