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
2576
$15K ﹤0.01%
1,183
+183
2577
$15K ﹤0.01%
577
+24
2578
$15K ﹤0.01%
412
-11
2579
$15K ﹤0.01%
864
+2
2580
$15K ﹤0.01%
+420
2581
$15K ﹤0.01%
930
2582
$15K ﹤0.01%
243
+25
2583
$15K ﹤0.01%
500
2584
$15K ﹤0.01%
324
+300
2585
$15K ﹤0.01%
1,200
2586
$15K ﹤0.01%
400
2587
$15K ﹤0.01%
260
+250
2588
$15K ﹤0.01%
442
-23
2589
$15K ﹤0.01%
10,000
2590
$15K ﹤0.01%
164
+84
2591
$15K ﹤0.01%
176
-134
2592
$15K ﹤0.01%
600
2593
$15K ﹤0.01%
931
2594
$15K ﹤0.01%
+556
2595
$15K ﹤0.01%
294
2596
$15K ﹤0.01%
1,000
-692
2597
$15K ﹤0.01%
390
+28
2598
$15K ﹤0.01%
532
+8
2599
$15K ﹤0.01%
197
+40
2600
$15K ﹤0.01%
8
102 103
104
105 106