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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.31M 0.07%
29,980
+1,740
302
$1.3M 0.07%
10,698
+313
303
$1.3M 0.07%
12,747
+2,122
304
$1.3M 0.07%
54,721
-11,786
305
$1.29M 0.07%
9,439
+1,103
306
$1.28M 0.07%
77,985
-7,401
307
$1.28M 0.07%
30,878
+2,121
308
$1.27M 0.07%
87,813
+1,290
309
$1.27M 0.07%
27,009
-357
310
$1.26M 0.07%
47,934
-760
311
$1.26M 0.07%
7,210
-68
312
$1.25M 0.07%
26,462
-1,626
313
$1.25M 0.06%
27,016
+6,468
314
$1.23M 0.06%
14,370
-291
315
$1.22M 0.06%
33,228
-28
316
$1.21M 0.06%
52,547
+14,947
317
$1.21M 0.06%
54,051
-60,431
318
$1.2M 0.06%
9,393
+345
319
$1.2M 0.06%
36,511
+674
320
$1.19M 0.06%
47,796
+2,212
321
$1.17M 0.06%
48,431
-1,863
322
$1.17M 0.06%
25,656
-4,412
323
$1.16M 0.06%
9,632
-2,432
324
$1.16M 0.06%
43,130
-4,382
325
$1.15M 0.06%
15,223
-758
11 12
13
14 15