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
1576
$72K ﹤0.01%
249
1577
$72K ﹤0.01%
2,108
-3,188
1578
$72K ﹤0.01%
2,742
1579
$72K ﹤0.01%
3,162
+29
1580
$71K ﹤0.01%
926
+7
1581
$71K ﹤0.01%
488
+3
1582
$71K ﹤0.01%
876
-525
1583
$71K ﹤0.01%
3,204
-29,572
1584
$71K ﹤0.01%
1,319
-145
1585
$71K ﹤0.01%
3,142
+68
1586
$71K ﹤0.01%
+2,600
1587
$71K ﹤0.01%
1,625
1588
$70K ﹤0.01%
1,071
-46
1589
$70K ﹤0.01%
1,283
-62
1590
$70K ﹤0.01%
1,403
+129
1591
$70K ﹤0.01%
1,105
1592
$70K ﹤0.01%
392
-15
1593
$69K ﹤0.01%
2,800
-200
1594
$69K ﹤0.01%
2,004
-886
1595
$69K ﹤0.01%
10,012
+40
1596
$69K ﹤0.01%
1,720
+29
1597
$69K ﹤0.01%
3,419
+5
1598
$69K ﹤0.01%
2,365
+103
1599
$69K ﹤0.01%
809
-31
1600
$68K ﹤0.01%
3,365
62 63
64
65 66