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
3326
$4K ﹤0.01%
324
3327
$4K ﹤0.01%
93
+43
3328
$4K ﹤0.01%
70
+64
3329
$4K ﹤0.01%
116
+71
3330
$4K ﹤0.01%
100
3331
$4K ﹤0.01%
+500
3332
$4K ﹤0.01%
+152
3333
$4K ﹤0.01%
76
-8
3334
$4K ﹤0.01%
+160
3335
$4K ﹤0.01%
124
+79
3336
$4K ﹤0.01%
+240
3337
$4K ﹤0.01%
94
+66
3338
$4K ﹤0.01%
200
+1
3339
$4K ﹤0.01%
82
+80
3340
$4K ﹤0.01%
100
3341
$4K ﹤0.01%
40
3342
$4K ﹤0.01%
265
-3,766
3343
$4K ﹤0.01%
187
-20
3344
$4K ﹤0.01%
400
3345
$4K ﹤0.01%
59
3346
$4K ﹤0.01%
175
+12
3347
$4K ﹤0.01%
136
3348
$4K ﹤0.01%
143
-205
3349
$4K ﹤0.01%
542
3350
$4K ﹤0.01%
130
-20
132 133
134
135 136