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
3601
$2K ﹤0.01%
188
3602
$2K ﹤0.01%
+77
3603
$2K ﹤0.01%
22
3604
$2K ﹤0.01%
400
3605
$2K ﹤0.01%
85
3606
$2K ﹤0.01%
84
3607
$2K ﹤0.01%
+68
3608
$2K ﹤0.01%
5
3609
$2K ﹤0.01%
158
3610
$2K ﹤0.01%
74
+14
3611
$2K ﹤0.01%
254
3612
$2K ﹤0.01%
161
-15
3613
$2K ﹤0.01%
+30
3614
$2K ﹤0.01%
55
3615
$2K ﹤0.01%
+117
3616
$2K ﹤0.01%
100
3617
$2K ﹤0.01%
1
3618
$2K ﹤0.01%
143
3619
$2K ﹤0.01%
565
3620
$2K ﹤0.01%
104
3621
$2K ﹤0.01%
40
3622
$2K ﹤0.01%
172
-79
3623
$2K ﹤0.01%
225
3624
$2K ﹤0.01%
580
-2,700
3625
$2K ﹤0.01%
81
143 144
145
146 147