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
3351
$4K ﹤0.01%
330
+329
3352
$4K ﹤0.01%
+254
3353
$4K ﹤0.01%
253
+229
3354
$4K ﹤0.01%
150
3355
$4K ﹤0.01%
76
-8
3356
$4K ﹤0.01%
+160
3357
$4K ﹤0.01%
124
+79
3358
$4K ﹤0.01%
+240
3359
$4K ﹤0.01%
94
+66
3360
$4K ﹤0.01%
200
+1
3361
$4K ﹤0.01%
82
+80
3362
$4K ﹤0.01%
100
3363
$4K ﹤0.01%
40
3364
$4K ﹤0.01%
265
-3,766
3365
$4K ﹤0.01%
187
-20
3366
$4K ﹤0.01%
400
3367
$4K ﹤0.01%
59
3368
$4K ﹤0.01%
175
+12
3369
$4K ﹤0.01%
143
-205
3370
$4K ﹤0.01%
542
3371
$4K ﹤0.01%
130
-20
3372
$4K ﹤0.01%
290
3373
$4K ﹤0.01%
54
3374
$4K ﹤0.01%
105
-839
3375
$4K ﹤0.01%
+74
133 134
135
136 137