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
3426
$3K ﹤0.01%
+71
3427
$3K ﹤0.01%
236
3428
$3K ﹤0.01%
140
3429
$3K ﹤0.01%
104
-19
3430
$3K ﹤0.01%
247
+100
3431
$3K ﹤0.01%
100
3432
$3K ﹤0.01%
100
3433
$3K ﹤0.01%
700
3434
$3K ﹤0.01%
400
3435
$3K ﹤0.01%
200
3436
$3K ﹤0.01%
100
3437
$3K ﹤0.01%
383
-420
3438
$3K ﹤0.01%
135
-31
3439
$3K ﹤0.01%
100
3440
$3K ﹤0.01%
370
-167
3441
$3K ﹤0.01%
127
-1,471
3442
$3K ﹤0.01%
100
3443
$3K ﹤0.01%
122
+98
3444
$3K ﹤0.01%
+106
3445
$3K ﹤0.01%
+54
3446
$3K ﹤0.01%
188
3447
$3K ﹤0.01%
31
3448
$3K ﹤0.01%
48
+39
3449
$3K ﹤0.01%
137
3450
$3K ﹤0.01%
+1,000
136 137
138
139 140