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
26
$10.8M 0.58%
96,345
+4,113
27
$10.2M 0.54%
117,045
+13,303
28
$10.1M 0.54%
256,008
+36,046
29
$9.97M 0.53%
1,143,384
-37,938
30
$9.55M 0.51%
150,560
+10,991
31
$9.36M 0.5%
221,057
-4,407
32
$9.24M 0.49%
99,529
+4,690
33
$9.08M 0.48%
62,851
-737
34
$8.89M 0.47%
84,162
-1,297
35
$8.7M 0.46%
67,629
-330
36
$8.65M 0.46%
129,864
-11,638
37
$8.63M 0.46%
268,477
-8,958
38
$8.43M 0.45%
39
39
$8.4M 0.45%
77,225
+917
40
$8.33M 0.44%
64,967
+5,079
41
$8.28M 0.44%
103,395
+9,478
42
$8.26M 0.44%
84,974
+1,073
43
$8.21M 0.44%
155,542
-213
44
$8.17M 0.43%
179,760
+40,662
45
$8.13M 0.43%
164,055
+125,745
46
$7.85M 0.42%
126,422
+27,626
47
$7.85M 0.42%
68,020
+446
48
$7.81M 0.42%
185,923
+15,414
49
$7.7M 0.41%
139,638
+27,497
50
$7.7M 0.41%
27,268
+10,614
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