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
3051
$7K ﹤0.01%
7,125
-1,000
3052
$7K ﹤0.01%
+3,586
3053
$7K ﹤0.01%
516
+2
3054
$7K ﹤0.01%
280
3055
$7K ﹤0.01%
4
3056
$7K ﹤0.01%
723
3057
$7K ﹤0.01%
428
3058
$7K ﹤0.01%
494
+4
3059
$7K ﹤0.01%
328
3060
$7K ﹤0.01%
328
3061
$7K ﹤0.01%
127
-7
3062
$7K ﹤0.01%
160
-270
3063
$7K ﹤0.01%
1,600
-5,000
3064
$7K ﹤0.01%
+1,000
3065
$7K ﹤0.01%
1,568
3066
$7K ﹤0.01%
+221
3067
$7K ﹤0.01%
18
-2
3068
$7K ﹤0.01%
140
3069
$7K ﹤0.01%
280
3070
$7K ﹤0.01%
413
-1,293
3071
$7K ﹤0.01%
542
3072
$7K ﹤0.01%
241
3073
$7K ﹤0.01%
138
+99
3074
$7K ﹤0.01%
264
3075
$7K ﹤0.01%
+135
121 122
123
124 125