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
4251
$0 ﹤0.01%
8
4252
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-800
4253
$0 ﹤0.01%
17
-1,673
4254
$0 ﹤0.01%
5
4255
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-6
4256
$0 ﹤0.01%
9
4257
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-201
4258
– –
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4259
$0 ﹤0.01%
13
-274
4260
$0 ﹤0.01%
4
4261
$0 ﹤0.01%
2
4262
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6
4263
$0 ﹤0.01%
15
4264
– –
-150
4265
$0 ﹤0.01%
4
4266
– –
-4,080
4267
$0 ﹤0.01%
2
4268
– –
-1,654
4269
– –
-1,842
4270
– –
-340
4271
$0 ﹤0.01%
7
4272
– –
-7,065
4273
$0 ﹤0.01%
5
4274
– –
-5
4275
$0 ﹤0.01%
4
168 169 170
171
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