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
851
$273K 0.01%
6,570
+1,198
852
$271K 0.01%
5,557
-174
853
$271K 0.01%
9,801
-9,530
854
$271K 0.01%
2,386
+514
855
$270K 0.01%
8,298
+15
856
$270K 0.01%
4,311
-180
857
$269K 0.01%
19,460
+7
858
$269K 0.01%
18,858
-94
859
$269K 0.01%
17,689
860
$269K 0.01%
2,867
861
$267K 0.01%
4,638
-1,000
862
$267K 0.01%
3,737
863
$266K 0.01%
11,692
-1,511
864
$266K 0.01%
7,186
-726
865
$266K 0.01%
+8,818
866
$265K 0.01%
10,754
-5,980
867
$265K 0.01%
2,495
+606
868
$265K 0.01%
19,651
-14,553
869
$265K 0.01%
17,470
+2,016
870
$264K 0.01%
9,568
+1,950
871
$262K 0.01%
19,835
+710
872
$260K 0.01%
11,058
-13,522
873
$260K 0.01%
5,251
-17
874
$259K 0.01%
3,330
+19
875
$258K 0.01%
+14,274
33 34
35
36 37