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
2676
$13K ﹤0.01%
4,450
2677
$13K ﹤0.01%
133
+94
2678
$12K ﹤0.01%
1,142
+292
2679
$12K ﹤0.01%
127
-63
2680
$12K ﹤0.01%
6,000
-5,000
2681
$12K ﹤0.01%
1,116
2682
$12K ﹤0.01%
348
-5
2683
$12K ﹤0.01%
550
2684
$12K ﹤0.01%
838
+9
2685
$12K ﹤0.01%
403
+156
2686
$12K ﹤0.01%
1,048
+6
2687
$12K ﹤0.01%
266
+48
2688
$12K ﹤0.01%
1,000
2689
$12K ﹤0.01%
575
+173
2690
$12K ﹤0.01%
284
+96
2691
$12K ﹤0.01%
570
-1,295
2692
$12K ﹤0.01%
174
2693
$12K ﹤0.01%
134
-1
2694
$12K ﹤0.01%
+244
2695
$12K ﹤0.01%
793
2696
$12K ﹤0.01%
812
2697
$12K ﹤0.01%
1,199
+11
2698
$12K ﹤0.01%
199
+66
2699
$12K ﹤0.01%
500
+425
2700
$12K ﹤0.01%
500
-17
106 107
108
109 110