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
3351
$4K ﹤0.01%
153
3352
$4K ﹤0.01%
747
-334
3353
$4K ﹤0.01%
154
3354
$4K ﹤0.01%
120
+80
3355
$4K ﹤0.01%
179
-33
3356
$4K ﹤0.01%
230
3357
$4K ﹤0.01%
+200
3358
$4K ﹤0.01%
1,406
+538
3359
$4K ﹤0.01%
221
+217
3360
$4K ﹤0.01%
268
3361
$4K ﹤0.01%
530
3362
$4K ﹤0.01%
31
+23
3363
$4K ﹤0.01%
37
-34
3364
$4K ﹤0.01%
299
3365
$4K ﹤0.01%
580
3366
$4K ﹤0.01%
278
-69
3367
$4K ﹤0.01%
129
-76
3368
$4K ﹤0.01%
500
3369
$4K ﹤0.01%
34
3370
$4K ﹤0.01%
350
3371
$4K ﹤0.01%
54
+44
3372
$4K ﹤0.01%
87
3373
$4K ﹤0.01%
43
-99
3374
$4K ﹤0.01%
350
3375
$4K ﹤0.01%
100
133 134
135
136 137