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
3251
$5K ﹤0.01%
60
3252
$5K ﹤0.01%
195
3253
$5K ﹤0.01%
+69
3254
$5K ﹤0.01%
500
3255
$5K ﹤0.01%
205
3256
$5K ﹤0.01%
+48
3257
$5K ﹤0.01%
442
+24
3258
$5K ﹤0.01%
600
3259
$5K ﹤0.01%
211
-2,294
3260
$5K ﹤0.01%
72
-119
3261
$5K ﹤0.01%
47
+6
3262
$5K ﹤0.01%
199
+107
3263
$5K ﹤0.01%
3,899
3264
$5K ﹤0.01%
203
3265
$5K ﹤0.01%
178
3266
$5K ﹤0.01%
600
3267
$5K ﹤0.01%
631
+601
3268
$5K ﹤0.01%
240
3269
$5K ﹤0.01%
200
3270
$5K ﹤0.01%
200
3271
$5K ﹤0.01%
500
3272
$5K ﹤0.01%
+770
3273
$5K ﹤0.01%
295
-30
3274
$5K ﹤0.01%
190
3275
$5K ﹤0.01%
140
+114
129 130
131
132 133