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
2076
$33K ﹤0.01%
900
2077
$33K ﹤0.01%
1,217
-57
2078
$33K ﹤0.01%
6,653
+812
2079
$32K ﹤0.01%
2,000
2080
$32K ﹤0.01%
33
-4
2081
$32K ﹤0.01%
1,165
-1,235
2082
$32K ﹤0.01%
2,677
+14
2083
$32K ﹤0.01%
800
-33
2084
$32K ﹤0.01%
2,483
2085
$32K ﹤0.01%
1,558
2086
$32K ﹤0.01%
6,000
2087
$32K ﹤0.01%
17,467
+4,675
2088
$32K ﹤0.01%
5,234
+279
2089
$32K ﹤0.01%
1,157
-1,038
2090
$32K ﹤0.01%
+1,735
2091
$32K ﹤0.01%
1,957
+489
2092
$32K ﹤0.01%
320
+32
2093
$32K ﹤0.01%
1,460
2094
$32K ﹤0.01%
189
-42
2095
$32K ﹤0.01%
1,350
2096
$32K ﹤0.01%
17,285
2097
$32K ﹤0.01%
646
+20
2098
$32K ﹤0.01%
731
-986
2099
$32K ﹤0.01%
4,044
+1,220
2100
$32K ﹤0.01%
204
+27
82 83
84
85 86