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
926
$232K 0.01%
3,626
+175
927
$232K 0.01%
1,666
+7
928
$232K 0.01%
41,500
-500
929
$232K 0.01%
6,099
+195
930
$231K 0.01%
7,611
-408
931
$231K 0.01%
2,988
-86
932
$231K 0.01%
10,354
+109
933
$231K 0.01%
18,269
-638
934
$230K 0.01%
21,036
+3,757
935
$230K 0.01%
15,797
936
$230K 0.01%
5,410
+88
937
$229K 0.01%
865
-64
938
$229K 0.01%
1,502
+674
939
$226K 0.01%
16,897
-2,444
940
$226K 0.01%
17,950
+10,117
941
$226K 0.01%
20,007
942
$226K 0.01%
2,980
-153
943
$225K 0.01%
6,113
-99
944
$225K 0.01%
12,035
-475
945
$225K 0.01%
6,196
+19
946
$221K 0.01%
3,468
+342
947
$221K 0.01%
10,954
-1,032
948
$220K 0.01%
3,875
-626
949
$220K 0.01%
2,987
+493
950
$220K 0.01%
4,427
-122
36 37
38
39 40