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
2501
$17K ﹤0.01%
135
+32
2502
$17K ﹤0.01%
269
2503
$17K ﹤0.01%
1,257
-7,600
2504
$17K ﹤0.01%
528
-9
2505
$17K ﹤0.01%
283
2506
$17K ﹤0.01%
239
+39
2507
$17K ﹤0.01%
169
+42
2508
$17K ﹤0.01%
794
2509
$16K ﹤0.01%
920
-3,238
2510
$16K ﹤0.01%
749
-4
2511
$16K ﹤0.01%
236
-28
2512
$16K ﹤0.01%
1,151
2513
$16K ﹤0.01%
323
-90
2514
$16K ﹤0.01%
272
2515
$16K ﹤0.01%
64
+33
2516
$16K ﹤0.01%
378
+343
2517
$16K ﹤0.01%
625
2518
$16K ﹤0.01%
126
+21
2519
$16K ﹤0.01%
975
2520
$16K ﹤0.01%
161
+113
2521
$16K ﹤0.01%
1,700
2522
$16K ﹤0.01%
525
+425
2523
$16K ﹤0.01%
1,065
2524
$16K ﹤0.01%
950
-4,999
2525
$16K ﹤0.01%
1,020
99 100
101
102 103