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

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
2776
$11K ﹤0.01%
508
-10
2777
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+229
2778
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120
2779
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2780
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2781
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258
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694
+439
2783
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750
2784
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565
2785
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1,492
2786
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878
+196
2787
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2788
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2789
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2790
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2791
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2792
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2793
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2794
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+441
2795
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652
2796
$10K ﹤0.01%
305
+76
2797
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427
+145
2798
$10K ﹤0.01%
589
+7
2799
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60
-13
2800
$10K ﹤0.01%
453
+162