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
3751
$1K ﹤0.01%
104
3752
$1K ﹤0.01%
78
3753
$1K ﹤0.01%
500
-1,000
3754
$1K ﹤0.01%
1,500
3755
– –
0
3756
$1K ﹤0.01%
150
3757
$1K ﹤0.01%
85
3758
$1K ﹤0.01%
150
3759
$1K ﹤0.01%
2,611
-1,008
3760
$1K ﹤0.01%
753
3761
$1K ﹤0.01%
7,664
3762
$1K ﹤0.01%
55
3763
$1K ﹤0.01%
749
3764
$1K ﹤0.01%
35
3765
– –
0
3766
$1K ﹤0.01%
98
3767
$1K ﹤0.01%
31
-30
3768
$1K ﹤0.01%
15
-16
3769
$1K ﹤0.01%
+63
3770
$1K ﹤0.01%
80
3771
$1K ﹤0.01%
20
3772
– –
0
3773
$1K ﹤0.01%
100
3774
$1K ﹤0.01%
18
3775
$1K ﹤0.01%
1,000
149 150
151
152 153