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
2376
$20K ﹤0.01%
1,460
2377
$20K ﹤0.01%
1,146
2378
$20K ﹤0.01%
417
2379
$20K ﹤0.01%
807
2380
$20K ﹤0.01%
812
+381
2381
$20K ﹤0.01%
4,000
-500
2382
$20K ﹤0.01%
434
+1
2383
$20K ﹤0.01%
702
2384
$20K ﹤0.01%
431
+308
2385
$20K ﹤0.01%
183
-125
2386
$20K ﹤0.01%
1,258
2387
$20K ﹤0.01%
+4,000
2388
$20K ﹤0.01%
1,311
-248
2389
$20K ﹤0.01%
217
+32
2390
$20K ﹤0.01%
408
2391
$20K ﹤0.01%
15,054
-200
2392
$20K ﹤0.01%
1,755
-250
2393
$20K ﹤0.01%
1,050
-311
2394
$20K ﹤0.01%
2,162
2395
$20K ﹤0.01%
800
2396
$20K ﹤0.01%
336
-3,272
2397
$20K ﹤0.01%
1,075
-27
2398
$20K ﹤0.01%
992
+117
2399
$20K ﹤0.01%
2,000
2400
$20K ﹤0.01%
925
94 95
96
97 98