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
3626
$2K ﹤0.01%
100
+44
3627
$2K ﹤0.01%
+145
3628
$2K ﹤0.01%
+250
3629
$2K ﹤0.01%
57
3630
$2K ﹤0.01%
250
3631
$2K ﹤0.01%
300
3632
$2K ﹤0.01%
114
3633
$2K ﹤0.01%
58
3634
$2K ﹤0.01%
231
3635
$2K ﹤0.01%
67
-27
3636
$2K ﹤0.01%
+80
3637
$2K ﹤0.01%
35
3638
– –
0
3639
$2K ﹤0.01%
36
-71
3640
$2K ﹤0.01%
100
3641
$2K ﹤0.01%
100
3642
$2K ﹤0.01%
2
3643
$2K ﹤0.01%
+138
3644
$2K ﹤0.01%
300
-300
3645
$2K ﹤0.01%
103
3646
$2K ﹤0.01%
+170
3647
$2K ﹤0.01%
70
3648
$2K ﹤0.01%
+152
3649
$2K ﹤0.01%
+1
3650
$2K ﹤0.01%
250
144 145
146
147 148