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
4126
$0 ﹤0.01%
34
4127
$0 ﹤0.01%
2
4128
$0 ﹤0.01%
4
4129
$0 ﹤0.01%
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4130
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9
4131
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1
4132
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0
4133
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2
4134
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4
4135
$0 ﹤0.01%
40
4136
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-80
4137
– –
-3,500
4138
– –
-1,600
4139
– –
-40
4140
$0 ﹤0.01%
8
4141
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-2,448
4142
– –
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4143
$0 ﹤0.01%
+10
4144
– –
-517
4145
$0 ﹤0.01%
2
4146
– –
-33
4147
– –
-14
4148
$0 ﹤0.01%
11
4149
$0 ﹤0.01%
+11
4150
$0 ﹤0.01%
40
164 165
166
167 168