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
3526
$2K ﹤0.01%
50
3527
$2K ﹤0.01%
3
-4
3528
$2K ﹤0.01%
305
3529
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21
3530
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95
+86
3531
$2K ﹤0.01%
5
3532
$2K ﹤0.01%
158
3533
$2K ﹤0.01%
700
3534
$2K ﹤0.01%
50
-231
3535
$2K ﹤0.01%
440
3536
$2K ﹤0.01%
+50
3537
$2K ﹤0.01%
128
3538
$2K ﹤0.01%
121
3539
$2K ﹤0.01%
+49
3540
$2K ﹤0.01%
239
3541
$2K ﹤0.01%
46
3542
$2K ﹤0.01%
271
-166
3543
$2K ﹤0.01%
+122
3544
$2K ﹤0.01%
+77
3545
$2K ﹤0.01%
22
3546
$2K ﹤0.01%
70
3547
$2K ﹤0.01%
200
3548
$2K ﹤0.01%
46
3549
$2K ﹤0.01%
550
+500
3550
$2K ﹤0.01%
+1,000
140 141
142
143 144