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
1351
$101K 0.01%
3,960
-305
1352
$100K 0.01%
2,611
+231
1353
$100K 0.01%
7,274
+23
1354
$100K 0.01%
4,885
-354
1355
$100K 0.01%
10,400
1356
$100K 0.01%
+1,863
1357
$100K 0.01%
8,026
1358
$100K 0.01%
10,841
-4,452
1359
$99K 0.01%
2,578
-126
1360
$99K 0.01%
16,740
-2,000
1361
$99K 0.01%
5,822
1362
$99K 0.01%
630
+66
1363
$99K 0.01%
2,485
-57
1364
$98K 0.01%
5,797
1365
$98K 0.01%
3,197
1366
$98K 0.01%
3,630
1367
$98K 0.01%
1,068
1368
$98K 0.01%
75
+50
1369
$98K 0.01%
4,012
+816
1370
$98K 0.01%
1,405
+88
1371
$98K 0.01%
4,305
-13
1372
$97K 0.01%
5,146
+236
1373
$97K 0.01%
1,931
+52
1374
$97K 0.01%
2,181
-43
1375
$97K 0.01%
543
-24
53 54
55
56 57