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
2251
$25K ﹤0.01%
+386
2252
$25K ﹤0.01%
355
-40
2253
$25K ﹤0.01%
3,162
+162
2254
$25K ﹤0.01%
1,339
2255
$25K ﹤0.01%
3,000
2256
$25K ﹤0.01%
2,380
+1,030
2257
$25K ﹤0.01%
5,704
2258
$25K ﹤0.01%
765
-16
2259
$25K ﹤0.01%
658
+158
2260
$25K ﹤0.01%
31
2261
$25K ﹤0.01%
396
2262
$25K ﹤0.01%
1,580
-23
2263
$25K ﹤0.01%
1,900
+1,300
2264
$25K ﹤0.01%
665
2265
$25K ﹤0.01%
2,127
-28
2266
$25K ﹤0.01%
893
+663
2267
$25K ﹤0.01%
2,153
2268
$25K ﹤0.01%
1,975
2269
$25K ﹤0.01%
3,200
2270
$25K ﹤0.01%
1,575
2271
$25K ﹤0.01%
497
2272
$24K ﹤0.01%
584
+40
2273
$24K ﹤0.01%
580
+116
2274
$24K ﹤0.01%
1,157
+57
2275
$24K ﹤0.01%
873
-8
89 90
91
92 93