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
3876
– –
-22
3877
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-25
3878
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-7,100
3879
– –
-404
3880
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-2,000
3881
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-476
3882
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-87
3883
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-348
3884
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-349
3885
– –
-200
3886
– –
-1,540
3887
– –
-16,496
3888
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-235
3889
– –
-847
3890
– –
-3,489
3891
$0 ﹤0.01%
+24
3892
– –
-160
3893
$0 ﹤0.01%
900
3894
– –
-3,811
3895
$0 ﹤0.01%
1,000
3896
– –
-1,471
3897
– –
-943
3898
$0 ﹤0.01%
2,000
3899
– –
-2,000
3900
$0 ﹤0.01%
10
154 155
156
157 158