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
3651
$2K ﹤0.01%
70
3652
$2K ﹤0.01%
100
3653
$2K ﹤0.01%
110
3654
$2K ﹤0.01%
334
3655
$2K ﹤0.01%
63
3656
$2K ﹤0.01%
50
-40
3657
$2K ﹤0.01%
361
3658
$2K ﹤0.01%
1,000
3659
$2K ﹤0.01%
+164
3660
$2K ﹤0.01%
740
+728
3661
$2K ﹤0.01%
+1,188
3662
$2K ﹤0.01%
267
-15
3663
$2K ﹤0.01%
154
+26
3664
$1K ﹤0.01%
20
-19
3665
$1K ﹤0.01%
21
+6
3666
$1K ﹤0.01%
16
-59
3667
$1K ﹤0.01%
333
3668
$1K ﹤0.01%
78
3669
$1K ﹤0.01%
43
+25
3670
$1K ﹤0.01%
104
3671
$1K ﹤0.01%
78
3672
$1K ﹤0.01%
500
-1,000
3673
$1K ﹤0.01%
+16
3674
$1K ﹤0.01%
21
3675
$1K ﹤0.01%
218
145 146
147
148 149