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
701
$369K 0.02%
6,521
+62
702
$367K 0.02%
8,692
-25
703
$366K 0.02%
9,734
+185
704
$366K 0.02%
48,910
+19,925
705
$365K 0.02%
28,873
706
$364K 0.02%
7,572
-103
707
$364K 0.02%
4,767
+147
708
$364K 0.02%
3,244
+268
709
$364K 0.02%
7,842
-191
710
$362K 0.02%
7,123
-2,159
711
$362K 0.02%
11,218
-35
712
$362K 0.02%
14,052
+676
713
$361K 0.02%
8,404
+3,551
714
$360K 0.02%
5,144
+1,585
715
$360K 0.02%
17,610
-907
716
$360K 0.02%
8,246
-2,170
717
$359K 0.02%
7,124
-182
718
$358K 0.02%
18,476
-3,342
719
$358K 0.02%
11,704
-230
720
$357K 0.02%
+11,126
721
$356K 0.02%
5,770
-520
722
$356K 0.02%
2,684
+825
723
$355K 0.02%
8,500
-2,125
724
$354K 0.02%
+6,751
725
$352K 0.02%
6,683
+2,231
27 28
29
30 31