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
3951
$0 ﹤0.01%
150
3952
$0 ﹤0.01%
49
3953
– –
-500
3954
$0 ﹤0.01%
4
3955
$0 ﹤0.01%
4
3956
$0 ﹤0.01%
1
3957
$0 ﹤0.01%
76
3958
$0 ﹤0.01%
108
3959
$0 ﹤0.01%
56
3960
– –
-772
3961
$0 ﹤0.01%
7
3962
– –
-250
3963
– –
-867
3964
– –
-500
3965
– –
-5,250
3966
– –
-2,830
3967
– –
-500
3968
– –
-9,391
3969
– –
-10,983
3970
– –
-9,216
3971
– –
-30,794
3972
– –
-8
3973
– –
-29,889
3974
– –
-3,050
3975
– –
-3,300
157 158
159
160 161