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
976
$211K 0.01%
1,375
+201
977
$211K 0.01%
5,125
978
$210K 0.01%
1,570
-16
979
$210K 0.01%
6,555
+1,111
980
$210K 0.01%
65,777
-73,235
981
$209K 0.01%
4,164
+645
982
$209K 0.01%
1,904
+91
983
$209K 0.01%
1,605
+42
984
$209K 0.01%
1,996
-521
985
$209K 0.01%
11,078
-918
986
$208K 0.01%
1,367
-247
987
$207K 0.01%
5,899
+218
988
$206K 0.01%
6,535
+4,186
989
$206K 0.01%
10,797
-238
990
$206K 0.01%
1,628
+76
991
$204K 0.01%
20,188
+130
992
$204K 0.01%
2,529
-135
993
$204K 0.01%
7,333
+546
994
$204K 0.01%
22,960
+8
995
$203K 0.01%
11,466
-3,871
996
$203K 0.01%
8,052
+46
997
$203K 0.01%
+20,000
998
$203K 0.01%
17,319
+684
999
$202K 0.01%
6,708
-3,991
1000
$202K 0.01%
2,469
-141
38 39
40
41 42