IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1851
$47K ﹤0.01%
2,310
-12,200
1852
$47K ﹤0.01%
1,011
+32
1853
$47K ﹤0.01%
819
+49
1854
$46K ﹤0.01%
1,400
1855
$46K ﹤0.01%
6,985
-170
1856
$46K ﹤0.01%
1,060
+48
1857
$46K ﹤0.01%
951
1858
$46K ﹤0.01%
1,807
-1,601
1859
$46K ﹤0.01%
981
+85
1860
$46K ﹤0.01%
5,576
+9
1861
$46K ﹤0.01%
3,090
1862
$46K ﹤0.01%
+220
1863
$46K ﹤0.01%
987
+69
1864
$46K ﹤0.01%
1,725
-200
1865
$45K ﹤0.01%
7,696
+258
1866
$45K ﹤0.01%
803
1867
$45K ﹤0.01%
1,000
1868
$45K ﹤0.01%
481
+36
1869
$45K ﹤0.01%
3,098
-1,000
1870
$45K ﹤0.01%
1,015
1871
$45K ﹤0.01%
3,373
+338
1872
$45K ﹤0.01%
1,662
+1,460
1873
$45K ﹤0.01%
40
1874
$45K ﹤0.01%
888
-417
1875
$45K ﹤0.01%
1,350
73 74
75
76 77