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
4151
– –
-4,000
4152
$0 ﹤0.01%
5
4153
$0 ﹤0.01%
29
-415
4154
$0 ﹤0.01%
20
4155
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+17
4156
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170
4157
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-1
4158
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4
-165
4159
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7
4160
$0 ﹤0.01%
3
4161
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-2,000
4162
– –
-335
4163
– –
-50
4164
– –
-848
4165
$0 ﹤0.01%
3
4166
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12
4167
– –
-1,500
4168
$0 ﹤0.01%
5
4169
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-110
4170
$0 ﹤0.01%
288
-255
4171
$0 ﹤0.01%
5
-43
4172
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-345
4173
$0 ﹤0.01%
16
4174
– –
-131
4175
– –
-173
165 166
167
168 169