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
2751
$11K ﹤0.01%
161
+86
2752
$11K ﹤0.01%
179
+51
2753
$11K ﹤0.01%
165
-45
2754
$11K ﹤0.01%
300
2755
$11K ﹤0.01%
170
2756
$11K ﹤0.01%
284
+132
2757
$11K ﹤0.01%
200
2758
$11K ﹤0.01%
147
+73
2759
$11K ﹤0.01%
315
-11
2760
$11K ﹤0.01%
+800
2761
$11K ﹤0.01%
1,695
+421
2762
$11K ﹤0.01%
29
+26
2763
$11K ﹤0.01%
+318
2764
$11K ﹤0.01%
+335
2765
$11K ﹤0.01%
465
2766
$11K ﹤0.01%
518
+188
2767
$11K ﹤0.01%
192
+77
2768
$11K ﹤0.01%
252
2769
$11K ﹤0.01%
487
-106
2770
$11K ﹤0.01%
1,000
2771
$11K ﹤0.01%
4,175
2772
$11K ﹤0.01%
638
+138
2773
$11K ﹤0.01%
886
2774
$11K ﹤0.01%
2,462
+61
2775
$11K ﹤0.01%
2,177
109 110
111
112 113