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
2451
$18K ﹤0.01%
870
2452
$18K ﹤0.01%
508
2453
$18K ﹤0.01%
1,063
-1,278
2454
$18K ﹤0.01%
241
-600
2455
$18K ﹤0.01%
215
+116
2456
$18K ﹤0.01%
564
-10
2457
$18K ﹤0.01%
+114
2458
$18K ﹤0.01%
973
2459
$18K ﹤0.01%
578
+78
2460
$18K ﹤0.01%
448
2461
$18K ﹤0.01%
187
2462
$18K ﹤0.01%
103
-31
2463
$18K ﹤0.01%
602
-16
2464
$18K ﹤0.01%
353
-85
2465
$18K ﹤0.01%
1
2466
$18K ﹤0.01%
150
2467
$18K ﹤0.01%
1,187
-3,800
2468
$18K ﹤0.01%
1,100
2469
$18K ﹤0.01%
900
2470
$18K ﹤0.01%
1,185
2471
$18K ﹤0.01%
2,400
-1,000
2472
$18K ﹤0.01%
1,133
+31
2473
$18K ﹤0.01%
1,074
2474
$17K ﹤0.01%
498
+306
2475
$17K ﹤0.01%
3,026
+1,355
97 98
99
100 101