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
3301
$4K ﹤0.01%
132
3302
$4K ﹤0.01%
67
+47
3303
$4K ﹤0.01%
64
+53
3304
$4K ﹤0.01%
100
3305
$4K ﹤0.01%
+31
3306
$4K ﹤0.01%
200
-500
3307
$4K ﹤0.01%
243
-100
3308
$4K ﹤0.01%
+106
3309
$4K ﹤0.01%
117
3310
$4K ﹤0.01%
324
3311
$4K ﹤0.01%
93
+43
3312
$4K ﹤0.01%
70
+64
3313
$4K ﹤0.01%
116
+71
3314
$4K ﹤0.01%
100
3315
$4K ﹤0.01%
+500
3316
$4K ﹤0.01%
+1,153
3317
$4K ﹤0.01%
+152
3318
$4K ﹤0.01%
76
-8
3319
$4K ﹤0.01%
+160
3320
$4K ﹤0.01%
124
+79
3321
$4K ﹤0.01%
+240
3322
$4K ﹤0.01%
94
+66
3323
$4K ﹤0.01%
200
+1
3324
$4K ﹤0.01%
82
+80
3325
$4K ﹤0.01%
100
131 132
133
134 135