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
1276
$118K 0.01%
4,018
+47
1277
$118K 0.01%
2,525
+292
1278
$118K 0.01%
+2,000
1279
$117K 0.01%
2,354
+800
1280
$116K 0.01%
6,000
+400
1281
$116K 0.01%
10,879
-7,149
1282
$116K 0.01%
1,143
-660
1283
$116K 0.01%
1,662
+1,356
1284
$115K 0.01%
3,034
+745
1285
$115K 0.01%
5,096
1286
$115K 0.01%
2,958
+709
1287
$115K 0.01%
2,674
+233
1288
$114K 0.01%
2,104
-70
1289
$114K 0.01%
8,806
+300
1290
$114K 0.01%
1,467
-1,954
1291
$114K 0.01%
741
-203
1292
$114K 0.01%
+4,000
1293
$113K 0.01%
4,006
+41
1294
$112K 0.01%
2,866
+12
1295
$112K 0.01%
2,848
+999
1296
$112K 0.01%
4,219
-102
1297
$112K 0.01%
2,706
-301
1298
$111K 0.01%
3,464
+141
1299
$111K 0.01%
5,291
+118
1300
$111K 0.01%
4,842
+177
50 51
52
53 54