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
3301
$4K ﹤0.01%
+48
3302
$4K ﹤0.01%
8,240
3303
$4K ﹤0.01%
17
+15
3304
$4K ﹤0.01%
60
3305
$4K ﹤0.01%
+81
3306
$4K ﹤0.01%
26
+2
3307
$4K ﹤0.01%
168
+28
3308
$4K ﹤0.01%
138
+92
3309
$4K ﹤0.01%
100
3310
$4K ﹤0.01%
+228
3311
$4K ﹤0.01%
375
3312
$4K ﹤0.01%
159
3313
$4K ﹤0.01%
159
+2
3314
$4K ﹤0.01%
122
+105
3315
$4K ﹤0.01%
100
3316
$4K ﹤0.01%
50
-1,000
3317
$4K ﹤0.01%
132
3318
$4K ﹤0.01%
67
+47
3319
$4K ﹤0.01%
64
+53
3320
$4K ﹤0.01%
100
3321
$4K ﹤0.01%
+31
3322
$4K ﹤0.01%
200
-500
3323
$4K ﹤0.01%
243
-100
3324
$4K ﹤0.01%
+106
3325
$4K ﹤0.01%
117
131 132
133
134 135