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
876
$258K 0.01%
31,183
877
$257K 0.01%
439
+48
878
$256K 0.01%
5,346
+2,040
879
$256K 0.01%
204
-8
880
$255K 0.01%
3,800
-500
881
$254K 0.01%
5,941
+79
882
$253K 0.01%
5,080
+238
883
$253K 0.01%
9,031
-165
884
$252K 0.01%
13,156
+1,886
885
$251K 0.01%
7,258
+1,441
886
$250K 0.01%
10,220
-267
887
$250K 0.01%
15,346
-796
888
$249K 0.01%
29,344
-10,341
889
$249K 0.01%
7,132
-2,098
890
$248K 0.01%
3,142
+126
891
$248K 0.01%
3,922
+663
892
$248K 0.01%
3,252
+212
893
$247K 0.01%
2,510
-2,096
894
$247K 0.01%
17,344
+98
895
$246K 0.01%
8,065
+1,545
896
$245K 0.01%
12,744
+1,073
897
$244K 0.01%
8,187
-132
898
$244K 0.01%
10,520
-3,086
899
$244K 0.01%
8,607
+4,091
900
$243K 0.01%
4,289
+1,085
34 35
36
37 38