IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
+$10.8M
2
+$6.73M
3
+$6.23M
4
IAU icon
iShares Gold Trust
IAU
+$3.94M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.26M

Top Sells

1
+$2.81M
2
+$2.66M
3
+$2.47M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.43M
5
BND icon
Vanguard Total Bond Market
BND
+$1.94M

Sector Composition

1 Financials 6.08%
2 Consumer Staples 6.06%
3 Healthcare 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.93M 0.1%
38,143
-4,018
227
$1.92M 0.1%
22,255
-212
228
$1.92M 0.1%
14,179
-1,978
229
$1.89M 0.1%
24,047
+1,232
230
$1.87M 0.1%
49,680
-5,570
231
$1.87M 0.1%
84,429
+22,974
232
$1.87M 0.1%
171,000
+71,348
233
$1.86M 0.1%
42,634
+1,462
234
$1.86M 0.1%
33,243
-12,844
235
$1.86M 0.1%
10,595
+118
236
$1.85M 0.1%
11,647
-66
237
$1.85M 0.1%
28,964
-1,761
238
$1.85M 0.1%
115,178
-2,306
239
$1.83M 0.1%
20,353
-800
240
$1.83M 0.1%
11,014
+89
241
$1.82M 0.09%
24,557
-103
242
$1.8M 0.09%
126,406
+39,593
243
$1.8M 0.09%
13,238
+385
244
$1.77M 0.09%
17,622
-210
245
$1.76M 0.09%
35,955
-696
246
$1.76M 0.09%
47,606
+233
247
$1.74M 0.09%
24,117
+2,420
248
$1.73M 0.09%
118,535
+4,772
249
$1.72M 0.09%
63,092
-29,937
250
$1.72M 0.09%
22,814
-509
8 9
10
11 12