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
3851
$1K ﹤0.01%
67
3852
$1K ﹤0.01%
440
3853
$1K ﹤0.01%
75
+54
3854
$1K ﹤0.01%
775
3855
$1K ﹤0.01%
25
3856
$1K ﹤0.01%
4
3857
– –
-2,700
3858
– –
-9,676
3859
– –
-4,155
3860
– –
-9,055
3861
– –
-22
3862
– –
-25
3863
– –
-7,100
3864
– –
-404
3865
– –
-476
3866
– –
-87
3867
– –
-348
3868
– –
-16,496
3869
– –
-235
3870
– –
-847
3871
– –
-3,489
3872
$0 ﹤0.01%
+24
3873
– –
-160
3874
$0 ﹤0.01%
900
3875
– –
-3,811
153 154
155
156 157