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
3776
$1K ﹤0.01%
60
3777
$1K ﹤0.01%
5
-375
3778
$1K ﹤0.01%
30
3779
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57
+1
3780
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3781
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3782
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160
3783
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36
+33
3784
$1K ﹤0.01%
27
3785
$1K ﹤0.01%
42
3786
– –
0
3787
$1K ﹤0.01%
100
3788
$1K ﹤0.01%
48
-48
3789
$1K ﹤0.01%
2,332
-333
3790
$1K ﹤0.01%
100
3791
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96
3792
$1K ﹤0.01%
+17
3793
$1K ﹤0.01%
27
+1
3794
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3795
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52
+22
3796
$1K ﹤0.01%
34
3797
$1K ﹤0.01%
250
3798
$1K ﹤0.01%
42
3799
$1K ﹤0.01%
44
3800
$1K ﹤0.01%
60
150 151
152
153 154