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
4001
– –
-50
4002
– –
-731
4003
– –
-36,500
4004
– –
-27,434
4005
– –
-50
4006
$0 ﹤0.01%
1
4007
– –
0
4008
$0 ﹤0.01%
32
4009
– –
-22
4010
– –
-1,000
4011
$0 ﹤0.01%
39
4012
$0 ﹤0.01%
20
4013
$0 ﹤0.01%
6
4014
$0 ﹤0.01%
114
4015
– –
0
4016
$0 ﹤0.01%
10
4017
– –
-2,905
4018
– –
-1,139
4019
– –
-22
4020
– –
0
4021
$0 ﹤0.01%
9
4022
$0 ﹤0.01%
2
4023
$0 ﹤0.01%
30
4024
– –
-142
4025
$0 ﹤0.01%
12
-32
159 160
161
162 163