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
2001
$36K ﹤0.01%
1,443
-816
2002
$36K ﹤0.01%
2,547
-219
2003
$36K ﹤0.01%
1,806
+169
2004
$36K ﹤0.01%
457
+50
2005
$36K ﹤0.01%
2,300
2006
$36K ﹤0.01%
4,076
+43
2007
$36K ﹤0.01%
1,995
-3,033
2008
$36K ﹤0.01%
1,275
-50
2009
$36K ﹤0.01%
1,210
-1,680
2010
$36K ﹤0.01%
25
2011
$36K ﹤0.01%
2,581
-1,000
2012
$35K ﹤0.01%
2,228
2013
$35K ﹤0.01%
253
+49
2014
$35K ﹤0.01%
5,000
2015
$35K ﹤0.01%
8,220
+163
2016
$35K ﹤0.01%
2,586
2017
$35K ﹤0.01%
906
+358
2018
$35K ﹤0.01%
2,953
2019
$35K ﹤0.01%
3,100
2020
$35K ﹤0.01%
1,594
2021
$35K ﹤0.01%
1,510
-4,197
2022
$35K ﹤0.01%
7,068
-1,606
2023
$35K ﹤0.01%
376
+53
2024
$35K ﹤0.01%
994
+280
2025
$35K ﹤0.01%
1,550
-11,950
79 80
81
82 83