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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.69M 0.09%
21,243
-374
252
$1.67M 0.09%
22,889
-931
253
$1.66M 0.09%
18,957
+2,146
254
$1.63M 0.08%
115,445
+37,105
255
$1.62M 0.08%
31,577
+23,570
256
$1.61M 0.08%
23,379
+1,300
257
$1.59M 0.08%
40,568
-1,071
258
$1.58M 0.08%
37,067
+1,037
259
$1.56M 0.08%
102,843
-8,552
260
$1.55M 0.08%
99,702
+3,782
261
$1.55M 0.08%
8,487
-1,691
262
$1.55M 0.08%
66,393
+6,164
263
$1.53M 0.08%
66,461
+11,527
264
$1.53M 0.08%
19,903
+4,086
265
$1.53M 0.08%
44,171
+3,773
266
$1.5M 0.08%
12,291
+311
267
$1.5M 0.08%
79,095
-57,550
268
$1.49M 0.08%
12,376
-679
269
$1.48M 0.08%
49,375
-6,595
270
$1.47M 0.08%
26,470
-56
271
$1.47M 0.08%
6,862
+51
272
$1.46M 0.08%
60,354
-3,690
273
$1.46M 0.08%
18,310
-53
274
$1.46M 0.08%
15,038
-805
275
$1.46M 0.08%
12,876
+29
9 10
11
12 13