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
2901
$9K ﹤0.01%
330
2902
$9K ﹤0.01%
3,500
2903
$9K ﹤0.01%
1,200
2904
$9K ﹤0.01%
145
+68
2905
$9K ﹤0.01%
139
+34
2906
$9K ﹤0.01%
347
2907
$9K ﹤0.01%
825
2908
$9K ﹤0.01%
167
+77
2909
$9K ﹤0.01%
313
+13
2910
$9K ﹤0.01%
458
-10
2911
$9K ﹤0.01%
317
+168
2912
$9K ﹤0.01%
18
+11
2913
$9K ﹤0.01%
141
+16
2914
$9K ﹤0.01%
42
2915
$9K ﹤0.01%
1,700
2916
$9K ﹤0.01%
+498
2917
$9K ﹤0.01%
1,100
+100
2918
$9K ﹤0.01%
250
2919
$9K ﹤0.01%
238
2920
$9K ﹤0.01%
1,700
-2,530
2921
$9K ﹤0.01%
3,600
2922
$9K ﹤0.01%
879
+804
2923
$9K ﹤0.01%
1,100
2924
$9K ﹤0.01%
615
+5
2925
$9K ﹤0.01%
515
+215