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
3276
$5K ﹤0.01%
+48
3277
$5K ﹤0.01%
442
+24
3278
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600
3279
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3280
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3281
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+24
3282
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300
-250
3283
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3284
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230
3285
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+143
3286
$4K ﹤0.01%
+87
3287
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600
+500
3288
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60
3289
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+81
3290
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26
+2
3291
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+28
3292
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3293
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3294
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3295
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375
3296
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159
3297
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159
+2
3298
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122
+105
3299
$4K ﹤0.01%
100
3300
$4K ﹤0.01%
50
-1,000