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
3876
– –
-2,362
3877
$0 ﹤0.01%
3
3878
$0 ﹤0.01%
11
3879
$0 ﹤0.01%
1,000
3880
– –
-1,471
3881
– –
-943
3882
$0 ﹤0.01%
2,000
3883
$0 ﹤0.01%
+11
3884
– –
0
3885
– –
0
3886
– –
-27,434
3887
$0 ﹤0.01%
13
3888
$0 ﹤0.01%
4
3889
– –
-1,842
3890
– –
-340
3891
$0 ﹤0.01%
7
3892
– –
-7,065
3893
$0 ﹤0.01%
5
3894
$0 ﹤0.01%
2
3895
$0 ﹤0.01%
4
3896
– –
0
3897
– –
0
3898
$0 ﹤0.01%
14
-2
3899
$0 ﹤0.01%
2
3900
$0 ﹤0.01%
37
154 155
156
157 158