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
3476
$3K ﹤0.01%
1,300
3477
$3K ﹤0.01%
530
3478
$3K ﹤0.01%
151
3479
$3K ﹤0.01%
89
-17
3480
$3K ﹤0.01%
+1,500
3481
$3K ﹤0.01%
108
+94
3482
$3K ﹤0.01%
431
3483
$3K ﹤0.01%
190
3484
$3K ﹤0.01%
83
3485
$3K ﹤0.01%
410
3486
$3K ﹤0.01%
530
3487
$3K ﹤0.01%
215
3488
$3K ﹤0.01%
78
+73
3489
$3K ﹤0.01%
+83
3490
$3K ﹤0.01%
44
+28
3491
$3K ﹤0.01%
200
3492
$3K ﹤0.01%
200
3493
$3K ﹤0.01%
532
3494
$3K ﹤0.01%
+210
3495
$3K ﹤0.01%
600
3496
$3K ﹤0.01%
+74
3497
$3K ﹤0.01%
44
3498
$3K ﹤0.01%
86
+79
3499
$3K ﹤0.01%
84
+21
3500
$3K ﹤0.01%
+85
138 139
140
141 142