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
901
$243K 0.01%
1,870
902
$243K 0.01%
+28,615
903
$242K 0.01%
17,166
+81
904
$241K 0.01%
6,104
+49
905
$241K 0.01%
9,546
+259
906
$241K 0.01%
4,867
+2
907
$239K 0.01%
1,554
+49
908
$239K 0.01%
5,611
-10,531
909
$239K 0.01%
16,514
+5,670
910
$239K 0.01%
7,852
-94
911
$239K 0.01%
4,544
-584
912
$238K 0.01%
5,934
+52
913
$238K 0.01%
9,705
+2,345
914
$238K 0.01%
1,564
-51
915
$238K 0.01%
10,180
-1,786
916
$237K 0.01%
24,466
+744
917
$237K 0.01%
553
-123
918
$236K 0.01%
9,926
-346
919
$236K 0.01%
6,480
920
$236K 0.01%
29,663
921
$235K 0.01%
2,983
+244
922
$235K 0.01%
1,558
+343
923
$234K 0.01%
20,977
+33
924
$234K 0.01%
2,081
+321
925
$233K 0.01%
5,279
-508
35 36
37
38 39