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
726
$352K 0.02%
9,250
727
$351K 0.02%
5,186
+539
728
$351K 0.02%
15,551
-7,932
729
$351K 0.02%
7,047
-732
730
$351K 0.02%
7,022
+652
731
$351K 0.02%
3,833
+8
732
$350K 0.02%
24,634
-836
733
$349K 0.02%
3,100
-18
734
$347K 0.02%
13,848
-540
735
$345K 0.02%
8,712
+2,445
736
$345K 0.02%
10,934
-4,564
737
$345K 0.02%
3,476
+138
738
$343K 0.02%
20,629
-8,946
739
$343K 0.02%
15,868
+1,836
740
$342K 0.02%
19,850
+5,130
741
$342K 0.02%
22,211
-2,100
742
$341K 0.02%
6,935
+1,340
743
$341K 0.02%
13,760
744
$340K 0.02%
11,273
-215
745
$340K 0.02%
7,646
+1,609
746
$339K 0.02%
40,909
+2,506
747
$338K 0.02%
8,193
-848
748
$338K 0.02%
11,909
+350
749
$337K 0.02%
10,964
-141
750
$336K 0.02%
4,329
-483
28 29
30
31 32