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
776
$324K 0.02%
14,867
-110
777
$323K 0.02%
7,006
+5,139
778
$323K 0.02%
2,797
-209
779
$322K 0.02%
9,449
-11,522
780
$321K 0.02%
5,992
+597
781
$320K 0.02%
6,379
+5,879
782
$318K 0.02%
3,269
-923
783
$318K 0.02%
2,479
-316
784
$317K 0.02%
4,714
+257
785
$316K 0.02%
23,081
-7,261
786
$316K 0.02%
4,763
+350
787
$315K 0.02%
6,346
-349
788
$314K 0.02%
3,220
+102
789
$313K 0.02%
13,953
-3,305
790
$313K 0.02%
18,012
+1,654
791
$312K 0.02%
20,653
+5,849
792
$312K 0.02%
7,557
+3,481
793
$311K 0.02%
4,769
+1,008
794
$311K 0.02%
9,333
+707
795
$309K 0.02%
3,280
+336
796
$308K 0.02%
25,480
797
$308K 0.02%
46,450
+5,689
798
$308K 0.02%
11,720
-1,044
799
$306K 0.02%
14,630
-450
800
$306K 0.02%
11,855
+3,120
30 31
32
33 34