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
1151
$145K 0.01%
6,976
+762
1152
$145K 0.01%
745
1153
$145K 0.01%
1,289
-182
1154
$145K 0.01%
360
+32
1155
$144K 0.01%
6,347
-393
1156
$144K 0.01%
22,528
+1,894
1157
$144K 0.01%
11,862
+3,595
1158
$144K 0.01%
250
1159
$143K 0.01%
5,193
+4
1160
$143K 0.01%
4,067
-100
1161
$142K 0.01%
+5,092
1162
$142K 0.01%
1,329
+478
1163
$142K 0.01%
798
-208
1164
$142K 0.01%
769
+4
1165
$142K 0.01%
4,083
-100
1166
$142K 0.01%
2,664
+1,639
1167
$141K 0.01%
9,751
-2,222
1168
$141K 0.01%
3,720
-210
1169
$140K 0.01%
2,546
+2,263
1170
$140K 0.01%
5,456
+400
1171
$139K 0.01%
2,458
1172
$139K 0.01%
6,383
+46
1173
$139K 0.01%
3,323
+722
1174
$139K 0.01%
1,261
-60
1175
$139K 0.01%
15,067
-299
45 46
47
48 49