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
2701
$12K ﹤0.01%
305
2702
$12K ﹤0.01%
+320
2703
$12K ﹤0.01%
+200
2704
$12K ﹤0.01%
401
-190
2705
$12K ﹤0.01%
1,000
2706
$12K ﹤0.01%
218
+53
2707
$12K ﹤0.01%
24,500
+12,000
2708
$12K ﹤0.01%
363
2709
$12K ﹤0.01%
200
2710
$12K ﹤0.01%
1,569
+303
2711
$12K ﹤0.01%
153
+22
2712
$12K ﹤0.01%
481
-550
2713
$12K ﹤0.01%
172
+37
2714
$12K ﹤0.01%
540
-269
2715
$12K ﹤0.01%
900
2716
$12K ﹤0.01%
848
2717
$12K ﹤0.01%
457
2718
$12K ﹤0.01%
1,025
+186
2719
$12K ﹤0.01%
295
2720
$12K ﹤0.01%
931
+372
2721
$12K ﹤0.01%
700
2722
$12K ﹤0.01%
546
2723
$12K ﹤0.01%
429
+105
2724
$12K ﹤0.01%
642
-238
2725
$12K ﹤0.01%
490
+160
107 108
109
110 111