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
3326
$4K ﹤0.01%
40
3327
$4K ﹤0.01%
265
-3,766
3328
$4K ﹤0.01%
187
-20
3329
$4K ﹤0.01%
400
3330
$4K ﹤0.01%
59
3331
$4K ﹤0.01%
175
+12
3332
$4K ﹤0.01%
143
-205
3333
$4K ﹤0.01%
542
3334
$4K ﹤0.01%
130
-20
3335
$4K ﹤0.01%
290
3336
$4K ﹤0.01%
54
3337
$4K ﹤0.01%
105
-839
3338
$4K ﹤0.01%
+74
3339
$4K ﹤0.01%
65
-17
3340
$4K ﹤0.01%
+69
3341
$4K ﹤0.01%
+80
3342
$4K ﹤0.01%
60
3343
$4K ﹤0.01%
+59
3344
$4K ﹤0.01%
372
+122
3345
$4K ﹤0.01%
124
-200
3346
$4K ﹤0.01%
+541
3347
$4K ﹤0.01%
500
3348
$4K ﹤0.01%
217
+115
3349
$4K ﹤0.01%
273
3350
$4K ﹤0.01%
200
132 133
134
135 136