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
3501
$3K ﹤0.01%
151
3502
$3K ﹤0.01%
89
-17
3503
$3K ﹤0.01%
108
+94
3504
$3K ﹤0.01%
431
3505
$3K ﹤0.01%
190
3506
$3K ﹤0.01%
83
3507
$3K ﹤0.01%
410
3508
$3K ﹤0.01%
530
3509
$3K ﹤0.01%
215
3510
$3K ﹤0.01%
78
+73
3511
$3K ﹤0.01%
+83
3512
$3K ﹤0.01%
44
+28
3513
$3K ﹤0.01%
200
3514
$3K ﹤0.01%
200
3515
$3K ﹤0.01%
532
3516
$3K ﹤0.01%
68
-82
3517
$3K ﹤0.01%
132
+127
3518
$3K ﹤0.01%
296
3519
$2K ﹤0.01%
122
3520
$2K ﹤0.01%
143
-254
3521
$2K ﹤0.01%
100
3522
$2K ﹤0.01%
70
3523
$2K ﹤0.01%
100
3524
$2K ﹤0.01%
110
3525
$2K ﹤0.01%
334
139 140
141
142 143