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
1076
$170K 0.01%
18,272
+6,572
1077
$170K 0.01%
6,405
-884
1078
$170K 0.01%
13,802
1079
$170K 0.01%
11,349
-2,485
1080
$169K 0.01%
6,066
-207
1081
$169K 0.01%
2,140
-48
1082
$169K 0.01%
7,665
-14,393
1083
$168K 0.01%
3,354
+971
1084
$168K 0.01%
4,608
-4
1085
$168K 0.01%
3,512
+421
1086
$167K 0.01%
6,720
+105
1087
$167K 0.01%
3,192
+641
1088
$167K 0.01%
1,295
+748
1089
$167K 0.01%
1,219
+28
1090
$166K 0.01%
461
+123
1091
$166K 0.01%
9,090
+1,576
1092
$166K 0.01%
2,600
1093
$165K 0.01%
1,925
+159
1094
$165K 0.01%
7,072
+3,536
1095
$165K 0.01%
14,848
+4
1096
$164K 0.01%
3,339
+2
1097
$164K 0.01%
6,519
+489
1098
$164K 0.01%
1,974
-42
1099
$163K 0.01%
22,668
+10
1100
$163K 0.01%
11,921
42 43
44
45 46