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
2426
$19K ﹤0.01%
2,100
2427
$19K ﹤0.01%
1,201
2428
$19K ﹤0.01%
1,285
+14
2429
$19K ﹤0.01%
361
+113
2430
$19K ﹤0.01%
700
2431
$19K ﹤0.01%
330
+4
2432
$19K ﹤0.01%
499
+2
2433
$19K ﹤0.01%
840
-85
2434
$19K ﹤0.01%
+1,465
2435
$19K ﹤0.01%
760
-214
2436
$19K ﹤0.01%
500
2437
$19K ﹤0.01%
1,600
+1,200
2438
$19K ﹤0.01%
484
+31
2439
$19K ﹤0.01%
830
2440
$19K ﹤0.01%
686
2441
$18K ﹤0.01%
495
2442
$18K ﹤0.01%
1,150
+150
2443
$18K ﹤0.01%
277
+49
2444
$18K ﹤0.01%
600
2445
$18K ﹤0.01%
200
2446
$18K ﹤0.01%
278
-100
2447
$18K ﹤0.01%
443
2448
$18K ﹤0.01%
315
-9
2449
$18K ﹤0.01%
246
+115
2450
$18K ﹤0.01%
967
+30
96 97
98
99 100