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
1701
$58K ﹤0.01%
2,355
1702
$58K ﹤0.01%
+2,380
1703
$58K ﹤0.01%
2,437
-273
1704
$58K ﹤0.01%
1,522
+1,137
1705
$58K ﹤0.01%
2,338
1706
$58K ﹤0.01%
2,000
-4
1707
$58K ﹤0.01%
663
-9
1708
$58K ﹤0.01%
889
-400
1709
$58K ﹤0.01%
7,550
+3,800
1710
$58K ﹤0.01%
476
+68
1711
$58K ﹤0.01%
1,898
-156
1712
$57K ﹤0.01%
+1,516
1713
$57K ﹤0.01%
1,735
-1,271
1714
$57K ﹤0.01%
720
+55
1715
$57K ﹤0.01%
5,472
-2,320
1716
$57K ﹤0.01%
519
1717
$57K ﹤0.01%
11,393
+8,357
1718
$57K ﹤0.01%
519
+8
1719
$57K ﹤0.01%
3,602
1720
$57K ﹤0.01%
1,840
+1,135
1721
$57K ﹤0.01%
2,102
+161
1722
$57K ﹤0.01%
2,410
-50
1723
$57K ﹤0.01%
+2,975
1724
$57K ﹤0.01%
961
-60
1725
$57K ﹤0.01%
859
-8,323
67 68
69
70 71