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
3326
$4K ﹤0.01%
1,406
+538
3327
$4K ﹤0.01%
221
+217
3328
$4K ﹤0.01%
268
3329
$4K ﹤0.01%
530
3330
$4K ﹤0.01%
31
+23
3331
$4K ﹤0.01%
37
-34
3332
$4K ﹤0.01%
299
3333
$4K ﹤0.01%
580
3334
$4K ﹤0.01%
278
-69
3335
$4K ﹤0.01%
129
-76
3336
$4K ﹤0.01%
500
3337
$4K ﹤0.01%
34
3338
$4K ﹤0.01%
350
3339
$4K ﹤0.01%
54
+44
3340
$4K ﹤0.01%
87
3341
$4K ﹤0.01%
43
-99
3342
$4K ﹤0.01%
144
3343
$4K ﹤0.01%
136
3344
$4K ﹤0.01%
138
-16
3345
$4K ﹤0.01%
246
3346
$4K ﹤0.01%
232
+165
3347
$4K ﹤0.01%
+65
3348
$4K ﹤0.01%
+1,000
3349
$4K ﹤0.01%
155
3350
$4K ﹤0.01%
392
132 133
134
135 136