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
3551
$2K ﹤0.01%
21
3552
$2K ﹤0.01%
+44
3553
$2K ﹤0.01%
62
3554
$2K ﹤0.01%
+100
3555
$2K ﹤0.01%
+50
3556
$2K ﹤0.01%
305
3557
$2K ﹤0.01%
95
+86
3558
$2K ﹤0.01%
+239
3559
$2K ﹤0.01%
105
3560
$2K ﹤0.01%
+100
3561
$2K ﹤0.01%
55
-265
3562
$2K ﹤0.01%
100
3563
$2K ﹤0.01%
73
3564
$2K ﹤0.01%
504
3565
$2K ﹤0.01%
145
-2,955
3566
$2K ﹤0.01%
200
3567
$2K ﹤0.01%
191
3568
$2K ﹤0.01%
+71
3569
$2K ﹤0.01%
80
+67
3570
$2K ﹤0.01%
57
3571
$2K ﹤0.01%
1,516
3572
$2K ﹤0.01%
+24
3573
$2K ﹤0.01%
100
3574
$2K ﹤0.01%
+86
3575
$2K ﹤0.01%
+49
141 142
143
144 145