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
3726
$1K ﹤0.01%
100
3727
$1K ﹤0.01%
18
3728
$1K ﹤0.01%
12
+5
3729
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10
3730
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23
3731
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100
3732
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162
3733
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13
3734
$1K ﹤0.01%
31
3735
$1K ﹤0.01%
111
3736
$1K ﹤0.01%
1,657
3737
$1K ﹤0.01%
+15
3738
$1K ﹤0.01%
68
3739
$1K ﹤0.01%
31
+10
3740
$1K ﹤0.01%
+6
3741
$1K ﹤0.01%
7,664
3742
$1K ﹤0.01%
55
3743
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749
3744
$1K ﹤0.01%
5,000
3745
$1K ﹤0.01%
200
3746
$1K ﹤0.01%
32
3747
$1K ﹤0.01%
156
3748
$1K ﹤0.01%
35
3749
– –
0
3750
$1K ﹤0.01%
98
148 149
150
151 152