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
3401
$3K ﹤0.01%
296
3402
$3K ﹤0.01%
115
-93
3403
$3K ﹤0.01%
112
-18
3404
$3K ﹤0.01%
180
3405
$3K ﹤0.01%
10
3406
$3K ﹤0.01%
280
+80
3407
$3K ﹤0.01%
+157
3408
$3K ﹤0.01%
+42
3409
$3K ﹤0.01%
+587
3410
$3K ﹤0.01%
96
3411
$3K ﹤0.01%
158
-103
3412
$3K ﹤0.01%
41
+5
3413
$3K ﹤0.01%
3
-2
3414
$3K ﹤0.01%
+78
3415
$3K ﹤0.01%
1,000
-9,000
3416
$3K ﹤0.01%
18
3417
– –
-3
3418
$3K ﹤0.01%
+69
3419
$3K ﹤0.01%
132
3420
$3K ﹤0.01%
24
3421
$3K ﹤0.01%
200
3422
$3K ﹤0.01%
+26
3423
$3K ﹤0.01%
300
-1,082
3424
$3K ﹤0.01%
210
+157
3425
$3K ﹤0.01%
573
-2,700
135 136
137
138 139