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
2276
$24K ﹤0.01%
1,157
+57
2277
$24K ﹤0.01%
873
-8
2278
$24K ﹤0.01%
1,523
-400
2279
$24K ﹤0.01%
+3
2280
$24K ﹤0.01%
345
+47
2281
$24K ﹤0.01%
600
2282
$24K ﹤0.01%
365
+18
2283
$24K ﹤0.01%
1,294
2284
$24K ﹤0.01%
438
+16
2285
$24K ﹤0.01%
935
+234
2286
$24K ﹤0.01%
848
-12
2287
$24K ﹤0.01%
1,740
-250
2288
$24K ﹤0.01%
562
2289
$24K ﹤0.01%
2,613
-4,049
2290
$24K ﹤0.01%
14,095
2291
$24K ﹤0.01%
2,322
-10,814
2292
$24K ﹤0.01%
974
2293
$24K ﹤0.01%
1,000
2294
$24K ﹤0.01%
1,367
-134
2295
$24K ﹤0.01%
1,660
+1,500
2296
$24K ﹤0.01%
1,733
2297
$23K ﹤0.01%
885
+60
2298
$23K ﹤0.01%
1,343
-34
2299
$23K ﹤0.01%
738
2300
$23K ﹤0.01%
2,184
90 91
92
93 94