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
3401
$3K ﹤0.01%
+157
3402
$3K ﹤0.01%
+42
3403
$3K ﹤0.01%
+587
3404
$3K ﹤0.01%
96
3405
$3K ﹤0.01%
158
-103
3406
$3K ﹤0.01%
41
+5
3407
$3K ﹤0.01%
3
-2
3408
$3K ﹤0.01%
+78
3409
$3K ﹤0.01%
1,000
-9,000
3410
$3K ﹤0.01%
18
3411
$3K ﹤0.01%
7
-52
3412
$3K ﹤0.01%
+69
3413
$3K ﹤0.01%
132
3414
$3K ﹤0.01%
24
3415
$3K ﹤0.01%
200
3416
$3K ﹤0.01%
+26
3417
$3K ﹤0.01%
300
-1,082
3418
$3K ﹤0.01%
210
+157
3419
$3K ﹤0.01%
573
-2,700
3420
$3K ﹤0.01%
+100
3421
$3K ﹤0.01%
+52
3422
$3K ﹤0.01%
180
+5
3423
$3K ﹤0.01%
1,380
3424
$3K ﹤0.01%
48
+27
3425
$3K ﹤0.01%
79
+8
135 136
137
138 139