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
2326
$22K ﹤0.01%
1,166
-23
2327
$22K ﹤0.01%
1,615
-35
2328
$22K ﹤0.01%
1,380
2329
$22K ﹤0.01%
109
-226
2330
$22K ﹤0.01%
406
+6
2331
$22K ﹤0.01%
3,003
+7
2332
$22K ﹤0.01%
346
2333
$22K ﹤0.01%
369
-262
2334
$22K ﹤0.01%
159
+4
2335
$22K ﹤0.01%
1,606
-2,712
2336
$22K ﹤0.01%
5,315
2337
$22K ﹤0.01%
423
-442
2338
$22K ﹤0.01%
300
2339
$22K ﹤0.01%
366
-900
2340
$22K ﹤0.01%
483
+87
2341
$22K ﹤0.01%
2,228
+1,629
2342
$22K ﹤0.01%
2,834
2343
$22K ﹤0.01%
1,608
2344
$22K ﹤0.01%
1,928
+116
2345
$22K ﹤0.01%
+730
2346
$22K ﹤0.01%
3,125
2347
$22K ﹤0.01%
237
2348
$22K ﹤0.01%
1,096
+10
2349
$22K ﹤0.01%
490
+123
2350
$21K ﹤0.01%
298
+42
92 93
94
95 96