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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.15M 0.06%
21,128
-915
327
$1.14M 0.06%
82,970
+29,000
328
$1.13M 0.06%
12,807
-328
329
$1.12M 0.06%
22,645
+6,770
330
$1.12M 0.06%
24,994
-2,046
331
$1.12M 0.06%
38,301
+2,103
332
$1.12M 0.06%
33,727
-1,925
333
$1.1M 0.06%
16,846
-291
334
$1.1M 0.06%
27,873
-7,565
335
$1.1M 0.06%
20,210
+8,583
336
$1.09M 0.06%
15,652
-4,273
337
$1.08M 0.06%
61,473
-25,078
338
$1.08M 0.06%
27,373
+5,735
339
$1.07M 0.06%
22,545
+219
340
$1.07M 0.06%
16,590
+2,532
341
$1.07M 0.06%
43,289
+1,748
342
$1.07M 0.06%
74,066
+71,066
343
$1.06M 0.06%
35,884
-7,846
344
$1.06M 0.06%
118,447
-850
345
$1.06M 0.06%
22,249
-100
346
$1.06M 0.05%
14,755
+2,094
347
$1.05M 0.05%
69,840
+56,512
348
$1.05M 0.05%
68,039
-17,064
349
$1.05M 0.05%
17,620
+1,776
350
$1.04M 0.05%
41,310
-1,897
12 13
14
15 16