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
3376
$4K ﹤0.01%
144
3377
$4K ﹤0.01%
+1,000
3378
$4K ﹤0.01%
155
3379
$4K ﹤0.01%
392
3380
$4K ﹤0.01%
330
+329
3381
$4K ﹤0.01%
+254
3382
$4K ﹤0.01%
253
+229
3383
$4K ﹤0.01%
150
3384
$4K ﹤0.01%
+29
3385
$4K ﹤0.01%
1,000
3386
$4K ﹤0.01%
330
-9,994
3387
$4K ﹤0.01%
+48
3388
$4K ﹤0.01%
8,240
3389
$4K ﹤0.01%
17
+15
3390
$4K ﹤0.01%
1,963
3391
$4K ﹤0.01%
136
3392
$4K ﹤0.01%
138
-16
3393
$4K ﹤0.01%
246
3394
$4K ﹤0.01%
232
+165
3395
$4K ﹤0.01%
+65
3396
$3K ﹤0.01%
115
-93
3397
$3K ﹤0.01%
112
-18
3398
$3K ﹤0.01%
180
3399
$3K ﹤0.01%
10
3400
$3K ﹤0.01%
280
+80
134 135
136
137 138