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
4226
– –
0
4227
– –
-140
4228
$0 ﹤0.01%
4
4229
– –
-500
4230
$0 ﹤0.01%
3
4231
$0 ﹤0.01%
9
4232
$0 ﹤0.01%
+5
4233
$0 ﹤0.01%
13
4234
$0 ﹤0.01%
4
4235
$0 ﹤0.01%
58
4236
$0 ﹤0.01%
29
4237
$0 ﹤0.01%
30
4238
$0 ﹤0.01%
30
4239
$0 ﹤0.01%
20
4240
– –
-3
4241
$0 ﹤0.01%
13
4242
– –
-3,085
4243
– –
-120
4244
$0 ﹤0.01%
30
-66
4245
– –
-1,400
4246
– –
-142
4247
$0 ﹤0.01%
9
4248
– –
0
4249
– –
0
4250
$0 ﹤0.01%
2
168 169
170
171 172