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
1501
$81K ﹤0.01%
8,460
1502
$80K ﹤0.01%
1,776
+1,592
1503
$80K ﹤0.01%
2,345
1504
$80K ﹤0.01%
1,000
+941
1505
$80K ﹤0.01%
3,734
-386
1506
$80K ﹤0.01%
+2,136
1507
$80K ﹤0.01%
6,126
-1,000
1508
$80K ﹤0.01%
1,020
+577
1509
$80K ﹤0.01%
5,225
-1,296
1510
$80K ﹤0.01%
2,678
+27
1511
$79K ﹤0.01%
2,753
+141
1512
$79K ﹤0.01%
4,296
-3,582
1513
$79K ﹤0.01%
2,597
-22
1514
$79K ﹤0.01%
727
+1
1515
$79K ﹤0.01%
3,217
1516
$79K ﹤0.01%
1,704
-93
1517
$78K ﹤0.01%
1,239
+40
1518
$78K ﹤0.01%
1,183
+57
1519
$78K ﹤0.01%
34,340
-500
1520
$78K ﹤0.01%
2,844
-264
1521
$78K ﹤0.01%
1,488
+944
1522
$78K ﹤0.01%
956
-67
1523
$77K ﹤0.01%
903
+390
1524
$77K ﹤0.01%
1,385
+43
1525
$77K ﹤0.01%
3,189
-30
59 60
61
62 63