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
3426
$3K ﹤0.01%
71
+17
3427
$3K ﹤0.01%
129
3428
$3K ﹤0.01%
+67
3429
$3K ﹤0.01%
95
3430
$3K ﹤0.01%
273
3431
$3K ﹤0.01%
+52
3432
$3K ﹤0.01%
180
+5
3433
$3K ﹤0.01%
1,380
3434
$3K ﹤0.01%
48
+27
3435
$3K ﹤0.01%
79
+8
3436
$3K ﹤0.01%
+71
3437
$3K ﹤0.01%
236
3438
$3K ﹤0.01%
140
3439
$3K ﹤0.01%
104
-19
3440
$3K ﹤0.01%
247
+100
3441
$3K ﹤0.01%
100
3442
$3K ﹤0.01%
700
3443
$3K ﹤0.01%
400
3444
$3K ﹤0.01%
4,400
+4,000
3445
$3K ﹤0.01%
219
3446
$3K ﹤0.01%
80
+23
3447
$3K ﹤0.01%
+46
3448
$3K ﹤0.01%
202
3449
$3K ﹤0.01%
52
+4
3450
$3K ﹤0.01%
109
-127
136 137
138
139 140