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
2726
$12K ﹤0.01%
401
-258
2727
$12K ﹤0.01%
1,000
-1,000
2728
$12K ﹤0.01%
+275
2729
$12K ﹤0.01%
440
+395
2730
$12K ﹤0.01%
400
2731
$12K ﹤0.01%
177
+74
2732
$12K ﹤0.01%
1,361
2733
$12K ﹤0.01%
1,000
2734
$12K ﹤0.01%
1,041
-2,605
2735
$12K ﹤0.01%
1,200
2736
$12K ﹤0.01%
158
2737
$12K ﹤0.01%
689
-676
2738
$12K ﹤0.01%
1,895
+937
2739
$12K ﹤0.01%
231
+51
2740
$12K ﹤0.01%
250
2741
$11K ﹤0.01%
430
-1
2742
$11K ﹤0.01%
649
2743
$11K ﹤0.01%
1,367
2744
$11K ﹤0.01%
466
-251
2745
$11K ﹤0.01%
515
2746
$11K ﹤0.01%
429
-124
2747
$11K ﹤0.01%
+184
2748
$11K ﹤0.01%
1,060
+610
2749
$11K ﹤0.01%
6
+1
2750
$11K ﹤0.01%
657
108 109
110
111 112