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
1201
$133K 0.01%
1,182
-21
1202
$133K 0.01%
7,770
-373
1203
$133K 0.01%
2,235
+1,099
1204
$133K 0.01%
1,071
-7
1205
$132K 0.01%
3,000
+194
1206
$132K 0.01%
2,507
-16
1207
$132K 0.01%
5,264
-259
1208
$132K 0.01%
5,157
+32
1209
$132K 0.01%
2,528
-135
1210
$131K 0.01%
7,008
-260
1211
$131K 0.01%
29,055
-100
1212
$131K 0.01%
4,932
-3,270
1213
$131K 0.01%
24,688
-24,627
1214
$130K 0.01%
3,786
-214
1215
$130K 0.01%
24,000
1216
$130K 0.01%
40,317
1217
$130K 0.01%
2,362
-80
1218
$129K 0.01%
5,046
+162
1219
$129K 0.01%
1,676
-5
1220
$129K 0.01%
2,825
+91
1221
$129K 0.01%
3,538
+208
1222
$129K 0.01%
49,000
1223
$128K 0.01%
3,897
+2,422
1224
$128K 0.01%
4,474
+4,313
1225
$128K 0.01%
5,642
+220
47 48
49
50 51