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
2851
$10K ﹤0.01%
253
+73
2852
$10K ﹤0.01%
675
2853
$10K ﹤0.01%
+400
2854
$10K ﹤0.01%
371
-78
2855
$10K ﹤0.01%
283
2856
$10K ﹤0.01%
158
+62
2857
$10K ﹤0.01%
250
2858
$10K ﹤0.01%
141
-127
2859
$10K ﹤0.01%
271
-299
2860
$10K ﹤0.01%
439
-539
2861
$9K ﹤0.01%
214
+114
2862
$9K ﹤0.01%
145
-139
2863
$9K ﹤0.01%
197
+47
2864
$9K ﹤0.01%
222
+58
2865
$9K ﹤0.01%
119
-2
2866
$9K ﹤0.01%
200
2867
$9K ﹤0.01%
1,836
-6,444
2868
$9K ﹤0.01%
726
2869
$9K ﹤0.01%
456
2870
$9K ﹤0.01%
220
-309
2871
$9K ﹤0.01%
317
+79
2872
$9K ﹤0.01%
1,096
2873
$9K ﹤0.01%
90
-34
2874
$9K ﹤0.01%
305
-125
2875
$9K ﹤0.01%
276
-820
113 114
115
116 117