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
2801
$10K ﹤0.01%
269
+85
2802
$10K ﹤0.01%
286
-175
2803
$10K ﹤0.01%
150
+55
2804
$10K ﹤0.01%
244
2805
$10K ﹤0.01%
500
2806
$10K ﹤0.01%
367
2807
$10K ﹤0.01%
2,021
+470
2808
$10K ﹤0.01%
921
+109
2809
$10K ﹤0.01%
198
2810
$10K ﹤0.01%
457
-371
2811
$10K ﹤0.01%
766
-1,461
2812
$10K ﹤0.01%
412
2813
$10K ﹤0.01%
+340
2814
$10K ﹤0.01%
183
-110
2815
$10K ﹤0.01%
113
-55
2816
$10K ﹤0.01%
735
2817
$10K ﹤0.01%
290
2818
$10K ﹤0.01%
318
+103
2819
$10K ﹤0.01%
280
2820
$10K ﹤0.01%
300
-100
2821
$10K ﹤0.01%
101
+1
2822
$10K ﹤0.01%
689
+174
2823
$10K ﹤0.01%
221
+81
2824
$10K ﹤0.01%
9
2825
$10K ﹤0.01%
400
111 112
113
114 115