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
1526
$77K ﹤0.01%
1,496
-53
1527
$77K ﹤0.01%
4,007
-13,830
1528
$77K ﹤0.01%
1,605
-120
1529
$77K ﹤0.01%
3,193
+1
1530
$77K ﹤0.01%
2,686
1531
$77K ﹤0.01%
4,905
+3,905
1532
$77K ﹤0.01%
1,476
+205
1533
$77K ﹤0.01%
3,950
+2,600
1534
$76K ﹤0.01%
2,243
+3
1535
$76K ﹤0.01%
5,460
+15
1536
$76K ﹤0.01%
1,816
+201
1537
$76K ﹤0.01%
4,852
+1,283
1538
$76K ﹤0.01%
11,914
+3,422
1539
$75K ﹤0.01%
2,061
-293
1540
$75K ﹤0.01%
4,354
-397
1541
$75K ﹤0.01%
1,643
+225
1542
$75K ﹤0.01%
4,428
1543
$75K ﹤0.01%
4,164
+61
1544
$75K ﹤0.01%
1,070
+395
1545
$75K ﹤0.01%
2,444
1546
$75K ﹤0.01%
1,455
-87
1547
$74K ﹤0.01%
499
+209
1548
$74K ﹤0.01%
5,872
1549
$74K ﹤0.01%
1,908
+710
1550
$74K ﹤0.01%
+5,250
60 61
62
63 64