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
1251
$123K 0.01%
+1,938
1252
$123K 0.01%
7,264
-333
1253
$122K 0.01%
2,203
-85
1254
$122K 0.01%
4,140
-212
1255
$122K 0.01%
5,890
+354
1256
$122K 0.01%
3,869
-55
1257
$122K 0.01%
18,601
-1,353
1258
$122K 0.01%
639
-244
1259
$121K 0.01%
1,670
-11
1260
$121K 0.01%
16,340
+610
1261
$121K 0.01%
1,517
-156
1262
$121K 0.01%
4,763
+473
1263
$120K 0.01%
1,820
+124
1264
$120K 0.01%
6,057
+3
1265
$120K 0.01%
3,708
1266
$120K 0.01%
3,039
-381
1267
$120K 0.01%
4,068
+2,643
1268
$120K 0.01%
2,302
+1,256
1269
$120K 0.01%
8,217
-1,000
1270
$120K 0.01%
8,103
+379
1271
$119K 0.01%
2,439
+257
1272
$119K 0.01%
2,362
+408
1273
$119K 0.01%
4,004
-1,044
1274
$119K 0.01%
8,738
+244
1275
$119K 0.01%
4,360
-330
49 50
51
52 53