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
2976
$8K ﹤0.01%
2,072
2977
$8K ﹤0.01%
1,100
+570
2978
$8K ﹤0.01%
90
2979
$8K ﹤0.01%
150
-994
2980
$8K ﹤0.01%
169
2981
$8K ﹤0.01%
35
+14
2982
$8K ﹤0.01%
157
-5
2983
$8K ﹤0.01%
200
2984
$8K ﹤0.01%
500
+300
2985
$8K ﹤0.01%
343
2986
$8K ﹤0.01%
52
-24
2987
$8K ﹤0.01%
269
-916
2988
$8K ﹤0.01%
119
+42
2989
$8K ﹤0.01%
4,048
+34
2990
$8K ﹤0.01%
118
+38
2991
$8K ﹤0.01%
550
2992
$8K ﹤0.01%
456
-50
2993
$8K ﹤0.01%
620
2994
$8K ﹤0.01%
+560
2995
$8K ﹤0.01%
300
2996
$8K ﹤0.01%
284
+49
2997
$8K ﹤0.01%
500
2998
$8K ﹤0.01%
250
+32
2999
$8K ﹤0.01%
119
3000
$8K ﹤0.01%
450
118 119
120
121 122