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
3276
$5K ﹤0.01%
185
3277
$5K ﹤0.01%
1,500
+167
3278
$5K ﹤0.01%
225
-39
3279
$4K ﹤0.01%
208
3280
$4K ﹤0.01%
+24
3281
$4K ﹤0.01%
+29
3282
$4K ﹤0.01%
1,000
3283
$4K ﹤0.01%
300
-250
3284
$4K ﹤0.01%
258
3285
$4K ﹤0.01%
230
3286
$4K ﹤0.01%
+143
3287
$4K ﹤0.01%
+87
3288
$4K ﹤0.01%
+1,153
3289
$4K ﹤0.01%
153
3290
$4K ﹤0.01%
747
-334
3291
$4K ﹤0.01%
154
3292
$4K ﹤0.01%
120
+80
3293
$4K ﹤0.01%
179
-33
3294
$4K ﹤0.01%
230
3295
$4K ﹤0.01%
+200
3296
$4K ﹤0.01%
1,406
+538
3297
$4K ﹤0.01%
221
+217
3298
$4K ﹤0.01%
268
3299
$4K ﹤0.01%
600
+500
3300
$4K ﹤0.01%
330
-9,994
130 131
132
133 134