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
3451
$3K ﹤0.01%
+81
3452
$3K ﹤0.01%
100
-11
3453
$3K ﹤0.01%
200
3454
$3K ﹤0.01%
100
3455
$3K ﹤0.01%
383
-420
3456
$3K ﹤0.01%
135
-31
3457
$3K ﹤0.01%
100
3458
$3K ﹤0.01%
370
-167
3459
$3K ﹤0.01%
127
-1,471
3460
$3K ﹤0.01%
100
3461
$3K ﹤0.01%
122
+98
3462
$3K ﹤0.01%
+106
3463
$3K ﹤0.01%
+54
3464
$3K ﹤0.01%
188
3465
$3K ﹤0.01%
31
3466
$3K ﹤0.01%
48
+39
3467
$3K ﹤0.01%
137
3468
$3K ﹤0.01%
+1,000
3469
$3K ﹤0.01%
2,500
-125
3470
$3K ﹤0.01%
20
3471
$3K ﹤0.01%
93
3472
$3K ﹤0.01%
230
-77
3473
$3K ﹤0.01%
138
3474
$3K ﹤0.01%
+43
3475
$3K ﹤0.01%
167
137 138
139
140 141