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
1976
$38K ﹤0.01%
833
-12
1977
$38K ﹤0.01%
152
-10
1978
$38K ﹤0.01%
2,759
1979
$38K ﹤0.01%
2,010
1980
$38K ﹤0.01%
1,503
-975
1981
$37K ﹤0.01%
751
1982
$37K ﹤0.01%
1,086
+66
1983
$37K ﹤0.01%
+2,000
1984
$37K ﹤0.01%
5,684
-5,027
1985
$37K ﹤0.01%
+500
1986
$37K ﹤0.01%
1,247
+233
1987
$37K ﹤0.01%
500
1988
$37K ﹤0.01%
4,500
-1,000
1989
$37K ﹤0.01%
2,912
-194
1990
$37K ﹤0.01%
2,800
-1,700
1991
$37K ﹤0.01%
2,099
+6
1992
$37K ﹤0.01%
6,762
1993
$37K ﹤0.01%
2,184
-550
1994
$37K ﹤0.01%
1,540
1995
$37K ﹤0.01%
2,899
+1,382
1996
$36K ﹤0.01%
5,600
1997
$36K ﹤0.01%
883
1998
$36K ﹤0.01%
1,247
+57
1999
$36K ﹤0.01%
724
+40
2000
$36K ﹤0.01%
1,358
-1,575
78 79
80
81 82