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
2826
$10K ﹤0.01%
+230
2827
$10K ﹤0.01%
729
-407
2828
$10K ﹤0.01%
+1,000
2829
$10K ﹤0.01%
1,000
2830
$10K ﹤0.01%
288
+206
2831
$10K ﹤0.01%
130
+50
2832
$10K ﹤0.01%
650
+358
2833
$10K ﹤0.01%
431
+103
2834
$10K ﹤0.01%
197
-353
2835
$10K ﹤0.01%
820
-114
2836
$10K ﹤0.01%
1,000
2837
$10K ﹤0.01%
2,839
2838
$10K ﹤0.01%
475
2839
$10K ﹤0.01%
250
+104
2840
$10K ﹤0.01%
273
+153
2841
$10K ﹤0.01%
157
2842
$10K ﹤0.01%
130
2843
$10K ﹤0.01%
759
-25
2844
$10K ﹤0.01%
600
2845
$10K ﹤0.01%
505
2846
$10K ﹤0.01%
+1,000
2847
$10K ﹤0.01%
520
-156
2848
$10K ﹤0.01%
303
+86
2849
$10K ﹤0.01%
401
-49
2850
$10K ﹤0.01%
353
+7
112 113
114
115 116