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
3751
$1K ﹤0.01%
31
-30
3752
$1K ﹤0.01%
15
-16
3753
$1K ﹤0.01%
+63
3754
$1K ﹤0.01%
80
3755
$1K ﹤0.01%
20
3756
– –
0
3757
$1K ﹤0.01%
100
3758
$1K ﹤0.01%
18
3759
$1K ﹤0.01%
1,000
3760
$1K ﹤0.01%
173
3761
$1K ﹤0.01%
128
3762
$1K ﹤0.01%
100
3763
$1K ﹤0.01%
61
3764
$1K ﹤0.01%
31
-309
3765
$1K ﹤0.01%
20
3766
$1K ﹤0.01%
50
3767
$1K ﹤0.01%
+1
3768
$1K ﹤0.01%
75
3769
$1K ﹤0.01%
+100
3770
$1K ﹤0.01%
7
3771
$1K ﹤0.01%
28
+18
3772
$1K ﹤0.01%
37
3773
$1K ﹤0.01%
200
3774
$1K ﹤0.01%
55
-47
3775
$1K ﹤0.01%
900
-600
149 150
151
152 153