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
3801
$1K ﹤0.01%
57
+1
3802
$1K ﹤0.01%
51
3803
$1K ﹤0.01%
23
3804
$1K ﹤0.01%
21
3805
$1K ﹤0.01%
160
3806
$1K ﹤0.01%
36
+33
3807
$1K ﹤0.01%
60
3808
$1K ﹤0.01%
52
-1,876
3809
$1K ﹤0.01%
34
3810
$1K ﹤0.01%
51
3811
$1K ﹤0.01%
109
3812
$1K ﹤0.01%
123
-45
3813
$1K ﹤0.01%
102
3814
$1K ﹤0.01%
63
3815
$1K ﹤0.01%
79
3816
$1K ﹤0.01%
10
-33
3817
$1K ﹤0.01%
79
3818
$1K ﹤0.01%
58
3819
$1K ﹤0.01%
52
+36
3820
$1K ﹤0.01%
100
3821
$1K ﹤0.01%
21
3822
$1K ﹤0.01%
628
-10
3823
$1K ﹤0.01%
100
3824
$1K ﹤0.01%
162
3825
$1K ﹤0.01%
+100
151 152
153
154 155