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
751
$336K 0.02%
5,876
+360
752
$335K 0.02%
1,504
-168
753
$335K 0.02%
33,386
-615
754
$335K 0.02%
8,299
+120
755
$334K 0.02%
8,598
-11,930
756
$334K 0.02%
7,245
+236
757
$333K 0.02%
10,136
-1,069
758
$333K 0.02%
22,026
759
$333K 0.02%
7,283
-2,604
760
$333K 0.02%
7,719
-429
761
$332K 0.02%
7,013
+558
762
$332K 0.02%
13,890
+1,144
763
$331K 0.02%
9,629
+1,145
764
$331K 0.02%
3,075
+54
765
$330K 0.02%
10,210
-1,552
766
$330K 0.02%
10,452
+133
767
$329K 0.02%
6,609
-494
768
$329K 0.02%
8,942
-315
769
$328K 0.02%
36,940
-17,185
770
$328K 0.02%
10,548
+1,050
771
$328K 0.02%
4,980
+335
772
$327K 0.02%
5,075
+410
773
$326K 0.02%
8,029
+3,829
774
$325K 0.02%
13,619
+3,321
775
$325K 0.02%
19,711
+13,526
29 30
31
32 33