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
3226
$5K ﹤0.01%
200
3227
$5K ﹤0.01%
500
3228
$5K ﹤0.01%
+770
3229
$5K ﹤0.01%
295
-30
3230
$5K ﹤0.01%
190
3231
$5K ﹤0.01%
140
+114
3232
$5K ﹤0.01%
185
3233
$5K ﹤0.01%
1,500
+167
3234
$5K ﹤0.01%
225
-39
3235
$5K ﹤0.01%
+113
3236
$5K ﹤0.01%
6,610
3237
$5K ﹤0.01%
211
+1
3238
$5K ﹤0.01%
234
3239
$5K ﹤0.01%
2,685
-1,430
3240
$5K ﹤0.01%
97
3241
$5K ﹤0.01%
98
3242
$5K ﹤0.01%
175
-1,476
3243
$5K ﹤0.01%
+198
3244
$5K ﹤0.01%
408
3245
$5K ﹤0.01%
140
3246
$5K ﹤0.01%
163
+133
3247
$5K ﹤0.01%
42
-9
3248
$5K ﹤0.01%
232
3249
$5K ﹤0.01%
379
+299
3250
$5K ﹤0.01%
57
128 129
130
131 132