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
3251
$5K ﹤0.01%
+250
3252
$5K ﹤0.01%
325
3253
$5K ﹤0.01%
500
3254
$5K ﹤0.01%
1,032
+143
3255
$5K ﹤0.01%
+100
3256
$5K ﹤0.01%
47
-78
3257
$5K ﹤0.01%
900
3258
$5K ﹤0.01%
384
-5,766
3259
$5K ﹤0.01%
100
3260
$5K ﹤0.01%
+205
3261
$5K ﹤0.01%
+62
3262
$5K ﹤0.01%
+44
3263
$5K ﹤0.01%
42
+34
3264
$5K ﹤0.01%
275
3265
$5K ﹤0.01%
100
3266
$5K ﹤0.01%
108
+8
3267
$5K ﹤0.01%
347
+280
3268
$5K ﹤0.01%
+570
3269
$5K ﹤0.01%
100
3270
$5K ﹤0.01%
+158
3271
$5K ﹤0.01%
39
3272
$5K ﹤0.01%
408
+183
3273
$5K ﹤0.01%
172
3274
$5K ﹤0.01%
14
-2
3275
$5K ﹤0.01%
+37
129 130
131
132 133