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
3501
$3K ﹤0.01%
84
+21
3502
$3K ﹤0.01%
+85
3503
– –
0
3504
$3K ﹤0.01%
110
3505
$3K ﹤0.01%
500
3506
$3K ﹤0.01%
321
3507
$3K ﹤0.01%
68
-82
3508
$3K ﹤0.01%
132
+127
3509
$3K ﹤0.01%
296
3510
$3K ﹤0.01%
477
3511
$3K ﹤0.01%
26
-4
3512
$3K ﹤0.01%
185
3513
$3K ﹤0.01%
392
3514
$3K ﹤0.01%
49
+36
3515
$3K ﹤0.01%
108
-16
3516
$3K ﹤0.01%
+92
3517
$3K ﹤0.01%
186
3518
$2K ﹤0.01%
+369
3519
$2K ﹤0.01%
122
3520
$2K ﹤0.01%
143
-254
3521
$2K ﹤0.01%
100
3522
$2K ﹤0.01%
70
3523
$2K ﹤0.01%
100
3524
$2K ﹤0.01%
110
3525
$2K ﹤0.01%
334
139 140
141
142 143