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
3151
$6K ﹤0.01%
145
+65
3152
$6K ﹤0.01%
124
+96
3153
$6K ﹤0.01%
1,335
3154
$6K ﹤0.01%
434
3155
$6K ﹤0.01%
634
3156
$6K ﹤0.01%
1,000
3157
$6K ﹤0.01%
820
3158
$6K ﹤0.01%
525
+212
3159
$6K ﹤0.01%
589
+31
3160
$6K ﹤0.01%
284
-87
3161
$6K ﹤0.01%
350
3162
$6K ﹤0.01%
100
-7
3163
$6K ﹤0.01%
384
+151
3164
$6K ﹤0.01%
250
3165
$6K ﹤0.01%
411
-768
3166
$6K ﹤0.01%
250
3167
$6K ﹤0.01%
137
3168
$6K ﹤0.01%
45
+29
3169
$6K ﹤0.01%
2,200
3170
$6K ﹤0.01%
241
+113
3171
$6K ﹤0.01%
264
+64
3172
$6K ﹤0.01%
179
+34
3173
$6K ﹤0.01%
270
3174
$6K ﹤0.01%
217
+15
3175
$6K ﹤0.01%
35
125 126
127
128 129