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
3826
$1K ﹤0.01%
9
3827
$1K ﹤0.01%
29
3828
$1K ﹤0.01%
42
3829
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15
3830
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97
-444
3831
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100
-125
3832
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3833
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24
-32
3834
– –
0
3835
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34
3836
$1K ﹤0.01%
1,100
-600
3837
$1K ﹤0.01%
200
-100
3838
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3839
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3840
$1K ﹤0.01%
10
3841
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122
3842
– –
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3843
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3844
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3845
$1K ﹤0.01%
+40
3846
$1K ﹤0.01%
11
3847
$1K ﹤0.01%
463
3848
$1K ﹤0.01%
63
3849
$1K ﹤0.01%
65
3850
$1K ﹤0.01%
100
152 153
154
155 156