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
3651
$2K ﹤0.01%
700
3652
$2K ﹤0.01%
50
-231
3653
$2K ﹤0.01%
11
3654
$2K ﹤0.01%
200
3655
$2K ﹤0.01%
807
-900
3656
$2K ﹤0.01%
145
-25
3657
$2K ﹤0.01%
85
3658
$2K ﹤0.01%
130
3659
$2K ﹤0.01%
+100
3660
$2K ﹤0.01%
133
3661
$2K ﹤0.01%
216
3662
$2K ﹤0.01%
1,200
3663
$2K ﹤0.01%
200
3664
$1K ﹤0.01%
122
3665
– –
0
3666
$1K ﹤0.01%
200
3667
$1K ﹤0.01%
100
3668
$1K ﹤0.01%
+40
3669
$1K ﹤0.01%
13
3670
$1K ﹤0.01%
11
3671
$1K ﹤0.01%
463
3672
$1K ﹤0.01%
63
3673
$1K ﹤0.01%
65
3674
$1K ﹤0.01%
100
3675
$1K ﹤0.01%
67
145 146
147
148 149