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
2626
$14K ﹤0.01%
3,300
-1,250
2627
$14K ﹤0.01%
953
+5
2628
$14K ﹤0.01%
416
+146
2629
$14K ﹤0.01%
258
+1
2630
$14K ﹤0.01%
9,527
+5,000
2631
$14K ﹤0.01%
407
-397
2632
$14K ﹤0.01%
219
+20
2633
$14K ﹤0.01%
1,000
2634
$14K ﹤0.01%
566
+162
2635
$14K ﹤0.01%
282
+126
2636
$14K ﹤0.01%
507
-100
2637
$14K ﹤0.01%
107
2638
$13K ﹤0.01%
999
2639
$13K ﹤0.01%
275
-555
2640
$13K ﹤0.01%
865
+165
2641
$13K ﹤0.01%
781
-15,075
2642
$13K ﹤0.01%
1,050
2643
$13K ﹤0.01%
1,150
2644
$13K ﹤0.01%
190
2645
$13K ﹤0.01%
546
2646
$13K ﹤0.01%
158
2647
$13K ﹤0.01%
4,163
2648
$13K ﹤0.01%
250
-320
2649
$13K ﹤0.01%
900
2650
$13K ﹤0.01%
263
+71
104 105
106
107 108