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
2551
$16K ﹤0.01%
816
2552
$15K ﹤0.01%
836
2553
$15K ﹤0.01%
527
+169
2554
$15K ﹤0.01%
384
2555
$15K ﹤0.01%
816
2556
$15K ﹤0.01%
775
2557
$15K ﹤0.01%
968
2558
$15K ﹤0.01%
+500
2559
$15K ﹤0.01%
3,596
+2,378
2560
$15K ﹤0.01%
1,828
+13
2561
$15K ﹤0.01%
1,158
-2,855
2562
$15K ﹤0.01%
490
+115
2563
$15K ﹤0.01%
700
2564
$15K ﹤0.01%
200
-50
2565
$15K ﹤0.01%
817
2566
$15K ﹤0.01%
170
+42
2567
$15K ﹤0.01%
255
+100
2568
$15K ﹤0.01%
440
+328
2569
$15K ﹤0.01%
1,092
2570
$15K ﹤0.01%
1,842
+5
2571
$15K ﹤0.01%
110
+94
2572
$15K ﹤0.01%
1,800
-1,000
2573
$15K ﹤0.01%
1,000
2574
$15K ﹤0.01%
421
+65
2575
$15K ﹤0.01%
283
101 102
103
104 105