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
1126
$156K 0.01%
7,273
-7,055
1127
$155K 0.01%
6,340
1128
$155K 0.01%
6,237
+3,265
1129
$154K 0.01%
2,877
-804
1130
$154K 0.01%
2,674
-328
1131
$154K 0.01%
2,206
-2,760
1132
$151K 0.01%
+3,656
1133
$151K 0.01%
4,014
-1,299
1134
$151K 0.01%
4,560
-125
1135
$150K 0.01%
1,000
1136
$150K 0.01%
3,200
-935
1137
$150K 0.01%
10,500
+10,350
1138
$150K 0.01%
1,911
1139
$149K 0.01%
14,110
+2,087
1140
$149K 0.01%
11,165
+7,450
1141
$149K 0.01%
2,818
-3,804
1142
$148K 0.01%
5,852
+57
1143
$148K 0.01%
10,500
1144
$148K 0.01%
30,679
-5,500
1145
$147K 0.01%
8,872
+493
1146
$147K 0.01%
8,989
-116
1147
$147K 0.01%
98
+87
1148
$147K 0.01%
1,903
-561
1149
$146K 0.01%
3,837
+2,513
1150
$146K 0.01%
1,191
-58
44 45
46
47 48