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
3476
$3K ﹤0.01%
49
+36
3477
$3K ﹤0.01%
108
-16
3478
$3K ﹤0.01%
+92
3479
$3K ﹤0.01%
186
3480
$3K ﹤0.01%
98
3481
$3K ﹤0.01%
98
3482
$3K ﹤0.01%
71
+17
3483
$3K ﹤0.01%
129
3484
$3K ﹤0.01%
+67
3485
$3K ﹤0.01%
95
3486
$3K ﹤0.01%
273
3487
$3K ﹤0.01%
4,400
+4,000
3488
$3K ﹤0.01%
219
3489
$3K ﹤0.01%
80
+23
3490
$3K ﹤0.01%
+46
3491
$3K ﹤0.01%
202
3492
$3K ﹤0.01%
52
+4
3493
$3K ﹤0.01%
109
-127
3494
$3K ﹤0.01%
+81
3495
$3K ﹤0.01%
100
-11
3496
$3K ﹤0.01%
169
-27
3497
$3K ﹤0.01%
25
3498
$3K ﹤0.01%
167
3499
$3K ﹤0.01%
1,300
3500
$3K ﹤0.01%
530
138 139
140
141 142