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
1401
$94K 0.01%
5,767
1402
$94K 0.01%
7,819
+174
1403
$93K ﹤0.01%
908
+647
1404
$93K ﹤0.01%
1,213
+8
1405
$93K ﹤0.01%
1,777
-213
1406
$93K ﹤0.01%
3,750
+2,550
1407
$93K ﹤0.01%
6,057
1408
$93K ﹤0.01%
4,975
-3,736
1409
$93K ﹤0.01%
102,356
-35,295
1410
$92K ﹤0.01%
5,298
-484
1411
$92K ﹤0.01%
3,172
+2,869
1412
$92K ﹤0.01%
3,350
-4,200
1413
$92K ﹤0.01%
7,280
-3,150
1414
$91K ﹤0.01%
1,937
+31
1415
$91K ﹤0.01%
+6,809
1416
$91K ﹤0.01%
1,672
+24
1417
$91K ﹤0.01%
1,335
-2,028
1418
$91K ﹤0.01%
6,646
1419
$91K ﹤0.01%
1,680
-4,654
1420
$90K ﹤0.01%
4,966
-377
1421
$90K ﹤0.01%
3,254
-3,602
1422
$90K ﹤0.01%
4,772
+1,410
1423
$90K ﹤0.01%
1,384
-299
1424
$90K ﹤0.01%
4,017
+297
1425
$90K ﹤0.01%
1,663
+802
55 56
57
58 59