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
676
$387K 0.02%
2,386
-24
677
$387K 0.02%
5,990
-522
678
$387K 0.02%
10,022
+816
679
$386K 0.02%
28,922
-54,045
680
$385K 0.02%
9,500
+150
681
$384K 0.02%
7,986
+7,016
682
$384K 0.02%
11,178
+1,250
683
$383K 0.02%
6,206
-1,962
684
$382K 0.02%
3,990
+956
685
$381K 0.02%
8,573
+203
686
$381K 0.02%
9,111
+380
687
$380K 0.02%
3,497
+285
688
$380K 0.02%
15,210
-240
689
$379K 0.02%
38,443
+416
690
$378K 0.02%
23,349
-6,020
691
$377K 0.02%
5,125
-1,195
692
$376K 0.02%
43,674
+12,360
693
$376K 0.02%
49,343
-1,102
694
$374K 0.02%
3,206
-27
695
$374K 0.02%
24,109
+1,451
696
$373K 0.02%
7,786
-812
697
$373K 0.02%
5,188
+27
698
$372K 0.02%
4,734
+1
699
$371K 0.02%
6,071
-831
700
$371K 0.02%
18,175
+2,902
26 27
28
29 30