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
3701
$1K ﹤0.01%
33
3702
$1K ﹤0.01%
831
3703
$1K ﹤0.01%
60
3704
$1K ﹤0.01%
500
3705
$1K ﹤0.01%
31
+10
3706
$1K ﹤0.01%
+6
3707
$1K ﹤0.01%
33
3708
$1K ﹤0.01%
63
3709
$1K ﹤0.01%
62
3710
$1K ﹤0.01%
40
3711
$1K ﹤0.01%
18
3712
$1K ﹤0.01%
2,253
3713
$1K ﹤0.01%
33
3714
$1K ﹤0.01%
21
3715
$1K ﹤0.01%
49
-83
3716
$1K ﹤0.01%
16
3717
$1K ﹤0.01%
100
3718
$1K ﹤0.01%
18
3719
$1K ﹤0.01%
305
3720
$1K ﹤0.01%
14
+5
3721
$1K ﹤0.01%
11
3722
$1K ﹤0.01%
100
3723
$1K ﹤0.01%
213
-61
3724
$1K ﹤0.01%
230
3725
$1K ﹤0.01%
5,000
147 148
149
150 151