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
1551
$74K ﹤0.01%
2,215
+1,640
1552
$74K ﹤0.01%
3,463
+178
1553
$74K ﹤0.01%
1,774
-278
1554
$74K ﹤0.01%
89
-3
1555
$74K ﹤0.01%
1,692
+34
1556
$74K ﹤0.01%
848
1557
$74K ﹤0.01%
+12,929
1558
$73K ﹤0.01%
1,884
+18
1559
$73K ﹤0.01%
2,048
+261
1560
$73K ﹤0.01%
4,506
-3,382
1561
$73K ﹤0.01%
1,183
-7
1562
$73K ﹤0.01%
218
-30
1563
$73K ﹤0.01%
1,053
+10
1564
$73K ﹤0.01%
1,804
1565
$73K ﹤0.01%
1,333
+1,306
1566
$73K ﹤0.01%
115
+4
1567
$73K ﹤0.01%
2,936
+156
1568
$73K ﹤0.01%
3,061
+2,926
1569
$72K ﹤0.01%
4,604
1570
$72K ﹤0.01%
2,954
+1,555
1571
$72K ﹤0.01%
975
+73
1572
$72K ﹤0.01%
2,807
+319
1573
$72K ﹤0.01%
3,226
1574
$72K ﹤0.01%
593
+19
1575
$72K ﹤0.01%
2,063
-29
61 62
63
64 65