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
1326
$105K 0.01%
6,352
-6,110
1327
$105K 0.01%
7,111
-325
1328
$105K 0.01%
2,646
+2,232
1329
$105K 0.01%
2,769
-795
1330
$104K 0.01%
1,060
-183
1331
$104K 0.01%
1,810
+95
1332
$104K 0.01%
17,935
-1,669
1333
$104K 0.01%
13,840
+1,721
1334
$104K 0.01%
3,435
+378
1335
$103K 0.01%
3,680
+1
1336
$103K 0.01%
2,686
+150
1337
$103K 0.01%
1,319
+374
1338
$103K 0.01%
21,500
1339
$103K 0.01%
5,958
-541
1340
$103K 0.01%
6,709
-1,700
1341
$102K 0.01%
455
-22
1342
$102K 0.01%
2,861
+74
1343
$102K 0.01%
7,227
1344
$102K 0.01%
6,000
+5,800
1345
$101K 0.01%
1,561
+447
1346
$101K 0.01%
1,412
+75
1347
$101K 0.01%
5,718
+7
1348
$101K 0.01%
820
-630
1349
$101K 0.01%
3,252
+13
1350
$101K 0.01%
2,075
+2
52 53
54
55 56