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
3526
$2K ﹤0.01%
63
3527
$2K ﹤0.01%
50
-40
3528
$2K ﹤0.01%
361
3529
$2K ﹤0.01%
1,000
3530
$2K ﹤0.01%
+164
3531
$2K ﹤0.01%
145
-2,955
3532
$2K ﹤0.01%
239
3533
$2K ﹤0.01%
250
3534
$2K ﹤0.01%
252
+2
3535
$2K ﹤0.01%
3
-4
3536
$2K ﹤0.01%
+44
3537
$2K ﹤0.01%
62
3538
$2K ﹤0.01%
+100
3539
$2K ﹤0.01%
+50
3540
$2K ﹤0.01%
305
3541
$2K ﹤0.01%
21
3542
$2K ﹤0.01%
95
+86
3543
$2K ﹤0.01%
+239
3544
$2K ﹤0.01%
105
3545
$2K ﹤0.01%
128
3546
$2K ﹤0.01%
121
3547
$2K ﹤0.01%
+100
3548
$2K ﹤0.01%
55
-265
3549
$2K ﹤0.01%
100
3550
$2K ﹤0.01%
73
140 141
142
143 144