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
3776
$1K ﹤0.01%
173
3777
$1K ﹤0.01%
128
3778
$1K ﹤0.01%
100
3779
$1K ﹤0.01%
61
3780
$1K ﹤0.01%
31
-309
3781
$1K ﹤0.01%
20
3782
$1K ﹤0.01%
23
-2,516
3783
$1K ﹤0.01%
50
3784
$1K ﹤0.01%
+1
3785
$1K ﹤0.01%
75
3786
$1K ﹤0.01%
+100
3787
$1K ﹤0.01%
7
3788
$1K ﹤0.01%
28
+18
3789
$1K ﹤0.01%
187
3790
$1K ﹤0.01%
29
+4
3791
$1K ﹤0.01%
30
3792
$1K ﹤0.01%
5
3793
$1K ﹤0.01%
58
3794
$1K ﹤0.01%
37
3795
$1K ﹤0.01%
200
3796
$1K ﹤0.01%
55
-47
3797
$1K ﹤0.01%
900
-600
3798
$1K ﹤0.01%
60
3799
$1K ﹤0.01%
5
-375
3800
$1K ﹤0.01%
30
150 151
152
153 154