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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.46M 0.08%
27,022
+1,788
277
$1.45M 0.08%
24,756
+7,285
278
$1.43M 0.07%
60,014
+10,438
279
$1.43M 0.07%
9,221
+583
280
$1.43M 0.07%
47,591
-6,046
281
$1.41M 0.07%
28,774
+2,419
282
$1.4M 0.07%
21,091
-2,583
283
$1.4M 0.07%
26,447
+2,126
284
$1.4M 0.07%
55,349
+1,935
285
$1.37M 0.07%
10,964
-474
286
$1.37M 0.07%
23,702
+285
287
$1.37M 0.07%
52,576
+505
288
$1.36M 0.07%
13,646
-412
289
$1.36M 0.07%
66,681
+2,744
290
$1.36M 0.07%
36,288
-360
291
$1.35M 0.07%
16,574
+139
292
$1.34M 0.07%
88,764
-13,991
293
$1.34M 0.07%
42,653
-325
294
$1.33M 0.07%
24,734
+144
295
$1.32M 0.07%
41,471
-4,055
296
$1.31M 0.07%
123,544
-29,471
297
$1.31M 0.07%
43,283
+614
298
$1.31M 0.07%
81,697
299
$1.31M 0.07%
44,056
+7,632
300
$1.31M 0.07%
26,099
+381
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