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
951
$220K 0.01%
3,586
-1,378
952
$219K 0.01%
1,094
-466
953
$219K 0.01%
9,010
+1,627
954
$218K 0.01%
14,458
+800
955
$218K 0.01%
2,769
+125
956
$218K 0.01%
4,319
+1,012
957
$218K 0.01%
7,777
+786
958
$217K 0.01%
5,240
-978
959
$217K 0.01%
8,734
-3,148
960
$216K 0.01%
6,382
-1,711
961
$216K 0.01%
31,136
+9,592
962
$216K 0.01%
8,300
+50
963
$215K 0.01%
9,675
+912
964
$215K 0.01%
6,944
-1,272
965
$215K 0.01%
2,645
-17
966
$215K 0.01%
3,756
+8
967
$215K 0.01%
36,931
-6,042
968
$214K 0.01%
10,921
+1,515
969
$214K 0.01%
9,516
+276
970
$214K 0.01%
13,954
+5,144
971
$213K 0.01%
14,992
-88
972
$213K 0.01%
7,808
+170
973
$213K 0.01%
18,343
974
$212K 0.01%
7,948
-3,672
975
$211K 0.01%
5,087
-4,734
37 38
39
40 41