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
3226
$5K ﹤0.01%
275
3227
$5K ﹤0.01%
100
3228
$5K ﹤0.01%
108
+8
3229
$5K ﹤0.01%
347
+280
3230
$5K ﹤0.01%
+570
3231
$5K ﹤0.01%
100
3232
$5K ﹤0.01%
+158
3233
$5K ﹤0.01%
168
3234
$5K ﹤0.01%
165
3235
$5K ﹤0.01%
91
-450
3236
$5K ﹤0.01%
100
3237
$5K ﹤0.01%
+173
3238
$5K ﹤0.01%
39
3239
$5K ﹤0.01%
408
+183
3240
$5K ﹤0.01%
177
3241
$5K ﹤0.01%
14
-2
3242
$5K ﹤0.01%
+37
3243
$5K ﹤0.01%
151
3244
$5K ﹤0.01%
118
3245
$5K ﹤0.01%
327
3246
$5K ﹤0.01%
100
3247
$5K ﹤0.01%
300
-200
3248
$5K ﹤0.01%
1,714
3249
$5K ﹤0.01%
292
+200
3250
$5K ﹤0.01%
3,400
128 129
130
131 132