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
3576
$2K ﹤0.01%
500
3577
$2K ﹤0.01%
34
+19
3578
$2K ﹤0.01%
13
3579
$2K ﹤0.01%
8
3580
$2K ﹤0.01%
118
3581
$2K ﹤0.01%
+80
3582
$2K ﹤0.01%
400
3583
$2K ﹤0.01%
230
3584
$2K ﹤0.01%
100
3585
$2K ﹤0.01%
76
3586
$2K ﹤0.01%
151
3587
$2K ﹤0.01%
294
3588
$2K ﹤0.01%
7
3589
$2K ﹤0.01%
53
+18
3590
$2K ﹤0.01%
+80
3591
$2K ﹤0.01%
188
3592
$2K ﹤0.01%
400
3593
$2K ﹤0.01%
85
3594
$2K ﹤0.01%
84
3595
$2K ﹤0.01%
+68
3596
$2K ﹤0.01%
74
+14
3597
$2K ﹤0.01%
254
3598
$2K ﹤0.01%
161
-15
3599
$2K ﹤0.01%
+30
3600
$2K ﹤0.01%
55
142 143
144
145 146