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
2401
$20K ﹤0.01%
15,054
-200
2402
$20K ﹤0.01%
1,755
-250
2403
$20K ﹤0.01%
2,162
2404
$20K ﹤0.01%
800
2405
$19K ﹤0.01%
283
2406
$19K ﹤0.01%
732
+73
2407
$19K ﹤0.01%
6,200
2408
$19K ﹤0.01%
849
+11
2409
$19K ﹤0.01%
6,200
+1,000
2410
$19K ﹤0.01%
400
2411
$19K ﹤0.01%
601
-1,659
2412
$19K ﹤0.01%
1,869
2413
$19K ﹤0.01%
500
2414
$19K ﹤0.01%
283
+66
2415
$19K ﹤0.01%
810
2416
$19K ﹤0.01%
1,300
2417
$19K ﹤0.01%
630
2418
$19K ﹤0.01%
195
+75
2419
$19K ﹤0.01%
1,385
-462
2420
$19K ﹤0.01%
2,100
2421
$19K ﹤0.01%
1,201
2422
$19K ﹤0.01%
1,285
+14
2423
$19K ﹤0.01%
677
-650
2424
$19K ﹤0.01%
361
+113
2425
$19K ﹤0.01%
700
95 96
97
98 99