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
3026
$7K ﹤0.01%
159
+153
3027
$7K ﹤0.01%
915
3028
$7K ﹤0.01%
126
3029
$7K ﹤0.01%
83
+38
3030
$7K ﹤0.01%
449
+165
3031
$7K ﹤0.01%
+150
3032
$7K ﹤0.01%
870
3033
$7K ﹤0.01%
+1,000
3034
$7K ﹤0.01%
383
3035
$7K ﹤0.01%
132
-246
3036
$7K ﹤0.01%
191
3037
$7K ﹤0.01%
247
-405
3038
$7K ﹤0.01%
493
3039
$7K ﹤0.01%
+200
3040
$7K ﹤0.01%
95
3041
$7K ﹤0.01%
360
3042
$7K ﹤0.01%
710
3043
$7K ﹤0.01%
294
-1,974
3044
$7K ﹤0.01%
+195
3045
$7K ﹤0.01%
127
-69
3046
$7K ﹤0.01%
289
3047
$7K ﹤0.01%
77
+35
3048
$7K ﹤0.01%
146
+132
3049
$7K ﹤0.01%
273
3050
$7K ﹤0.01%
115
+50
120 121
122
123 124