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
3176
$6K ﹤0.01%
200
3177
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3178
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3181
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850
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102
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3183
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3184
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871
3185
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1,000
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3189
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3190
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155
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3195
$5K ﹤0.01%
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3196
$5K ﹤0.01%
1,002
+139
3197
$5K ﹤0.01%
384
-5,766
3198
$5K ﹤0.01%
100
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$5K ﹤0.01%
108
+8
3200
$5K ﹤0.01%
347
+280