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
2926
$9K ﹤0.01%
464
+144
2927
$9K ﹤0.01%
5,163
-10,488
2928
$8K ﹤0.01%
162
2929
$8K ﹤0.01%
163
+84
2930
$8K ﹤0.01%
117
+100
2931
$8K ﹤0.01%
450
-744
2932
$8K ﹤0.01%
285
+12
2933
$8K ﹤0.01%
228
+56
2934
$8K ﹤0.01%
230
-12
2935
$8K ﹤0.01%
301
+97
2936
$8K ﹤0.01%
29
2937
$8K ﹤0.01%
364
-10
2938
$8K ﹤0.01%
146
+84
2939
$8K ﹤0.01%
383
-960
2940
$8K ﹤0.01%
200
2941
$8K ﹤0.01%
400
2942
$8K ﹤0.01%
155
-17
2943
$8K ﹤0.01%
207
+105
2944
$8K ﹤0.01%
600
2945
$8K ﹤0.01%
121
+60
2946
$8K ﹤0.01%
605
-175
2947
$8K ﹤0.01%
295
-126
2948
$8K ﹤0.01%
400
2949
$8K ﹤0.01%
7,000
+300
2950
$8K ﹤0.01%
522
+8
116 117
118
119 120