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
3251
$5K ﹤0.01%
300
-206
3252
$5K ﹤0.01%
609
3253
$5K ﹤0.01%
+312
3254
$5K ﹤0.01%
+250
3255
$5K ﹤0.01%
325
3256
$5K ﹤0.01%
+100
3257
$5K ﹤0.01%
47
-78
3258
$5K ﹤0.01%
900
3259
$5K ﹤0.01%
+205
3260
$5K ﹤0.01%
+62
3261
$5K ﹤0.01%
+44
3262
$5K ﹤0.01%
42
+34
3263
$5K ﹤0.01%
275
3264
$5K ﹤0.01%
100
3265
$5K ﹤0.01%
327
3266
$5K ﹤0.01%
100
3267
$5K ﹤0.01%
300
-200
3268
$5K ﹤0.01%
1,714
3269
$5K ﹤0.01%
292
+200
3270
$5K ﹤0.01%
3,400
3271
$5K ﹤0.01%
60
3272
$5K ﹤0.01%
195
3273
$5K ﹤0.01%
+69
3274
$5K ﹤0.01%
500
3275
$5K ﹤0.01%
205
129 130
131
132 133