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 6.05%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$17K ﹤0.01%
293
2477
$17K ﹤0.01%
1,000
2478
$17K ﹤0.01%
498
+306
2479
$17K ﹤0.01%
3,026
+1,355
2480
$17K ﹤0.01%
1,000
2481
$17K ﹤0.01%
562
2482
$17K ﹤0.01%
909
2483
$17K ﹤0.01%
1,500
2484
$17K ﹤0.01%
1,211
-22
2485
$17K ﹤0.01%
400
2486
$17K ﹤0.01%
1,048
+2
2487
$17K ﹤0.01%
+1,215
2488
$17K ﹤0.01%
214
+4
2489
$17K ﹤0.01%
681
2490
$17K ﹤0.01%
490
-2,870
2491
$17K ﹤0.01%
354
-167
2492
$17K ﹤0.01%
505
+5
2493
$17K ﹤0.01%
818
2494
$17K ﹤0.01%
1,330
2495
$17K ﹤0.01%
1,458
+14
2496
$17K ﹤0.01%
7,049
2497
$17K ﹤0.01%
1,100
2498
$17K ﹤0.01%
754
2499
$17K ﹤0.01%
421
+276
2500
$17K ﹤0.01%
6,600
98 99
100
101 102