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
3851
$1K ﹤0.01%
34
3852
$1K ﹤0.01%
250
3853
$1K ﹤0.01%
42
3854
$1K ﹤0.01%
44
3855
$1K ﹤0.01%
34
3856
$1K ﹤0.01%
10
3857
$0 ﹤0.01%
10
3858
– –
-4,722
3859
$0 ﹤0.01%
14
-2
3860
– –
-290
3861
$0 ﹤0.01%
26
3862
$0 ﹤0.01%
110
3863
$0 ﹤0.01%
41
3864
$0 ﹤0.01%
118
3865
$0 ﹤0.01%
262
3866
$0 ﹤0.01%
1,745
3867
– –
-1,075
3868
– –
-40,500
3869
– –
-6
3870
– –
-400
3871
– –
-2,155
3872
– –
-1,100
3873
– –
-9,676
3874
– –
-4,155
3875
– –
-9,055
153 154
155
156 157