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
3451
$3K ﹤0.01%
2,500
-125
3452
$3K ﹤0.01%
20
3453
$3K ﹤0.01%
93
3454
$3K ﹤0.01%
230
-77
3455
$3K ﹤0.01%
138
3456
$3K ﹤0.01%
1,182
-127
3457
$3K ﹤0.01%
278
3458
$3K ﹤0.01%
+43
3459
$3K ﹤0.01%
+1,500
3460
$3K ﹤0.01%
+210
3461
$3K ﹤0.01%
600
3462
$3K ﹤0.01%
+74
3463
$3K ﹤0.01%
44
3464
$3K ﹤0.01%
86
+79
3465
$3K ﹤0.01%
84
+21
3466
$3K ﹤0.01%
+85
3467
– –
0
3468
$3K ﹤0.01%
110
3469
$3K ﹤0.01%
500
3470
$3K ﹤0.01%
321
3471
$3K ﹤0.01%
477
3472
$3K ﹤0.01%
26
-4
3473
$3K ﹤0.01%
500
3474
$3K ﹤0.01%
185
3475
$3K ﹤0.01%
392
137 138
139
140 141