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
2526
$16K ﹤0.01%
580
2527
$16K ﹤0.01%
215
+80
2528
$16K ﹤0.01%
317
+35
2529
$16K ﹤0.01%
+510
2530
– –
0
2531
$16K ﹤0.01%
743
2532
$16K ﹤0.01%
686
2533
$16K ﹤0.01%
301
-50
2534
$16K ﹤0.01%
1,300
2535
$16K ﹤0.01%
316
+1
2536
$16K ﹤0.01%
1,509
+32
2537
$16K ﹤0.01%
356
2538
$16K ﹤0.01%
800
-17
2539
$16K ﹤0.01%
370
2540
$16K ﹤0.01%
6,686
2541
$16K ﹤0.01%
398
-21
2542
$16K ﹤0.01%
249
+15
2543
$16K ﹤0.01%
328
+106
2544
$16K ﹤0.01%
4,750
2545
$16K ﹤0.01%
1,000
2546
$16K ﹤0.01%
147
+116
2547
$16K ﹤0.01%
1,000
2548
$16K ﹤0.01%
872
2549
$16K ﹤0.01%
464
+19
2550
$16K ﹤0.01%
2,400
100 101
102
103 104