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
2601
$14K ﹤0.01%
488
2602
$14K ﹤0.01%
275
2603
$14K ﹤0.01%
233
2604
$14K ﹤0.01%
478
2605
$14K ﹤0.01%
362
+230
2606
$14K ﹤0.01%
302
+2
2607
$14K ﹤0.01%
295
2608
$14K ﹤0.01%
850
+500
2609
$14K ﹤0.01%
552
-112
2610
$14K ﹤0.01%
2
2611
$14K ﹤0.01%
1,200
2612
$14K ﹤0.01%
3,388
+969
2613
$14K ﹤0.01%
189
2614
$14K ﹤0.01%
510
2615
$14K ﹤0.01%
400
2616
$14K ﹤0.01%
571
2617
$14K ﹤0.01%
190
-5
2618
$14K ﹤0.01%
300
-18
2619
$14K ﹤0.01%
+87
2620
$14K ﹤0.01%
44
2621
$14K ﹤0.01%
775
+100
2622
$14K ﹤0.01%
2,500
+359
2623
$14K ﹤0.01%
617
2624
$14K ﹤0.01%
2,700
2625
$14K ﹤0.01%
1,550
-100
103 104
105
106 107