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
3201
$5K ﹤0.01%
+570
3202
$5K ﹤0.01%
100
3203
$5K ﹤0.01%
+158
3204
$5K ﹤0.01%
168
3205
$5K ﹤0.01%
165
3206
$5K ﹤0.01%
91
-450
3207
$5K ﹤0.01%
100
3208
$5K ﹤0.01%
+173
3209
$5K ﹤0.01%
39
3210
$5K ﹤0.01%
408
+183
3211
$5K ﹤0.01%
172
3212
$5K ﹤0.01%
14
-2
3213
$5K ﹤0.01%
+37
3214
$5K ﹤0.01%
151
3215
$5K ﹤0.01%
118
3216
$5K ﹤0.01%
211
-2,294
3217
$5K ﹤0.01%
72
-119
3218
$5K ﹤0.01%
47
+6
3219
$5K ﹤0.01%
199
+107
3220
$5K ﹤0.01%
3,899
3221
$5K ﹤0.01%
178
3222
$5K ﹤0.01%
600
3223
$5K ﹤0.01%
631
+601
3224
$5K ﹤0.01%
240
3225
$5K ﹤0.01%
200
127 128
129
130 131