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
3001
$8K ﹤0.01%
827
3002
$8K ﹤0.01%
144
+44
3003
$8K ﹤0.01%
2,417
3004
$8K ﹤0.01%
431
+17
3005
$8K ﹤0.01%
414
+19
3006
$8K ﹤0.01%
5,575
+50
3007
$8K ﹤0.01%
641
3008
$7K ﹤0.01%
300
-300
3009
$7K ﹤0.01%
1
3010
$7K ﹤0.01%
305
-7
3011
$7K ﹤0.01%
370
+300
3012
$7K ﹤0.01%
1,100
3013
$7K ﹤0.01%
306
+95
3014
$7K ﹤0.01%
8
+4
3015
$7K ﹤0.01%
1,000
3016
$7K ﹤0.01%
282
+12
3017
$7K ﹤0.01%
1,200
+200
3018
$7K ﹤0.01%
459
3019
$7K ﹤0.01%
195
3020
$7K ﹤0.01%
820
+235
3021
$7K ﹤0.01%
393
+10
3022
$7K ﹤0.01%
322
+17
3023
$7K ﹤0.01%
+134
3024
$7K ﹤0.01%
+1,046
3025
$7K ﹤0.01%
225
+56