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
3726
$1K ﹤0.01%
200
3727
$1K ﹤0.01%
12
+5
3728
$1K ﹤0.01%
10
3729
$1K ﹤0.01%
32
3730
$1K ﹤0.01%
156
3731
$1K ﹤0.01%
21
3732
$1K ﹤0.01%
+51
3733
$1K ﹤0.01%
17
3734
$1K ﹤0.01%
75
3735
$1K ﹤0.01%
200
-583
3736
$1K ﹤0.01%
1,100
-600
3737
$1K ﹤0.01%
200
-100
3738
$1K ﹤0.01%
52
3739
$1K ﹤0.01%
21
3740
$1K ﹤0.01%
75
+54
3741
$1K ﹤0.01%
775
3742
$1K ﹤0.01%
25
3743
$1K ﹤0.01%
4
3744
$1K ﹤0.01%
31
3745
$1K ﹤0.01%
20
-19
3746
$1K ﹤0.01%
21
+6
3747
$1K ﹤0.01%
16
-59
3748
$1K ﹤0.01%
333
3749
$1K ﹤0.01%
78
3750
$1K ﹤0.01%
43
+25
148 149
150
151 152