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

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
2651
$13K ﹤0.01%
322
2652
$13K ﹤0.01%
307
+143
2653
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543
+196
2654
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645
2655
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636
+21
2656
$13K ﹤0.01%
4,000
2657
$13K ﹤0.01%
613
+270
2658
$13K ﹤0.01%
300
-200
2659
$13K ﹤0.01%
120
2660
$13K ﹤0.01%
325
2661
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294
2662
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879
2663
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315
2664
$13K ﹤0.01%
1,000
2665
$13K ﹤0.01%
591
+87
2666
$13K ﹤0.01%
265
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2667
$13K ﹤0.01%
2,820
+200
2668
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226
+8
2669
$13K ﹤0.01%
393
2670
$13K ﹤0.01%
307
+162
2671
$13K ﹤0.01%
525
-1,480
2672
$13K ﹤0.01%
1,165
+300
2673
$13K ﹤0.01%
949
+286
2674
$13K ﹤0.01%
300
+49
2675
$13K ﹤0.01%
160