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
3376
$4K ﹤0.01%
65
-17
3377
$4K ﹤0.01%
+69
3378
$4K ﹤0.01%
+80
3379
$4K ﹤0.01%
60
3380
$4K ﹤0.01%
1,963
3381
$4K ﹤0.01%
+59
3382
$4K ﹤0.01%
372
+122
3383
$4K ﹤0.01%
124
-200
3384
$4K ﹤0.01%
+541
3385
$4K ﹤0.01%
500
3386
$4K ﹤0.01%
217
+115
3387
$4K ﹤0.01%
273
3388
$4K ﹤0.01%
200
3389
$4K ﹤0.01%
153
3390
$4K ﹤0.01%
100
3391
$4K ﹤0.01%
375
3392
$4K ﹤0.01%
159
3393
$4K ﹤0.01%
159
+2
3394
$4K ﹤0.01%
122
+105
3395
$3K ﹤0.01%
100
3396
$3K ﹤0.01%
1,182
-127
3397
$3K ﹤0.01%
278
3398
$3K ﹤0.01%
4,400
+4,000
3399
$3K ﹤0.01%
219
3400
$3K ﹤0.01%
169
-27
134 135
136
137 138