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
4151
$0 ﹤0.01%
8
4152
– –
-50
4153
– –
-5,000
4154
$0 ﹤0.01%
18
4155
$0 ﹤0.01%
21
4156
$0 ﹤0.01%
+11
4157
– –
-4,289
4158
$0 ﹤0.01%
2
4159
$0 ﹤0.01%
13
4160
– –
-41
4161
– –
-7
4162
– –
-120
4163
– –
-349
4164
– –
-200
4165
– –
-1,540
4166
– –
-220
4167
$0 ﹤0.01%
24
4168
$0 ﹤0.01%
3
4169
$0 ﹤0.01%
12
4170
– –
-1,500
4171
$0 ﹤0.01%
5
4172
– –
-173
4173
– –
-15
4174
– –
-1
4175
– –
-500
165 166
167
168 169