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
2226
$26K ﹤0.01%
+2,000
2227
$26K ﹤0.01%
2,900
2228
$26K ﹤0.01%
928
2229
$26K ﹤0.01%
2,484
2230
$26K ﹤0.01%
1,497
2231
$26K ﹤0.01%
1,998
+30
2232
$26K ﹤0.01%
582
2233
$26K ﹤0.01%
1,600
2234
$26K ﹤0.01%
+1,796
2235
$26K ﹤0.01%
876
+131
2236
$26K ﹤0.01%
2,314
-259
2237
$26K ﹤0.01%
1,300
+6
2238
$26K ﹤0.01%
1,888
-150
2239
$26K ﹤0.01%
21,208
2240
$26K ﹤0.01%
788
+8
2241
$26K ﹤0.01%
1,059
2242
$26K ﹤0.01%
351
2243
$25K ﹤0.01%
+125
2244
$25K ﹤0.01%
489
2245
$25K ﹤0.01%
410
-200
2246
$25K ﹤0.01%
+450
2247
$25K ﹤0.01%
400
2248
$25K ﹤0.01%
188
2249
$25K ﹤0.01%
642
+400
2250
$25K ﹤0.01%
600
88 89
90
91 92