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
1451
$87K ﹤0.01%
2,500
-250
1452
$87K ﹤0.01%
749
+7
1453
$87K ﹤0.01%
15,033
+475
1454
$87K ﹤0.01%
1,656
-963
1455
$87K ﹤0.01%
+9,820
1456
$87K ﹤0.01%
1,583
-651
1457
$86K ﹤0.01%
1,645
+1,025
1458
$86K ﹤0.01%
13,040
-3,303
1459
$85K ﹤0.01%
5,370
+2,500
1460
$85K ﹤0.01%
2,048
+373
1461
$84K ﹤0.01%
1,078
-173
1462
$84K ﹤0.01%
2,164
+1,968
1463
$84K ﹤0.01%
6,192
+23
1464
$84K ﹤0.01%
7,970
-6,016
1465
$84K ﹤0.01%
3,574
-1,065
1466
$84K ﹤0.01%
1,611
+1,054
1467
$84K ﹤0.01%
10,079
+6,679
1468
$84K ﹤0.01%
8,484
1469
$84K ﹤0.01%
2,664
-46
1470
$84K ﹤0.01%
914
+13
1471
$84K ﹤0.01%
761
+28
1472
$84K ﹤0.01%
2,381
-159
1473
$84K ﹤0.01%
2,970
+138
1474
$84K ﹤0.01%
1,426
-108
1475
$84K ﹤0.01%
1,037
+1
57 58
59
60 61