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
4126
– –
-251
4127
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-600
4128
$0 ﹤0.01%
1
4129
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-500
4130
$0 ﹤0.01%
2
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33
-500
4132
$0 ﹤0.01%
+16
4133
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-40
4134
$0 ﹤0.01%
8
4135
– –
-2,448
4136
– –
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4137
$0 ﹤0.01%
+10
4138
– –
-517
4139
$0 ﹤0.01%
2
4140
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4141
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4142
$0 ﹤0.01%
11
4143
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40
4144
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-4,000
4145
$0 ﹤0.01%
5
4146
$0 ﹤0.01%
29
-415
4147
$0 ﹤0.01%
20
4148
$0 ﹤0.01%
170
4149
– –
-2,000
4150
$0 ﹤0.01%
10
164 165
166
167 168