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
3551
$2K ﹤0.01%
504
3552
$2K ﹤0.01%
200
3553
$2K ﹤0.01%
191
3554
$2K ﹤0.01%
+71
3555
$2K ﹤0.01%
80
+67
3556
$2K ﹤0.01%
57
3557
$2K ﹤0.01%
1,516
3558
$2K ﹤0.01%
+24
3559
$2K ﹤0.01%
100
3560
$2K ﹤0.01%
+86
3561
$2K ﹤0.01%
+49
3562
$2K ﹤0.01%
216
-784
3563
$2K ﹤0.01%
54
-48
3564
$2K ﹤0.01%
6
3565
$2K ﹤0.01%
500
3566
$2K ﹤0.01%
34
+19
3567
$2K ﹤0.01%
13
3568
$2K ﹤0.01%
8
3569
$2K ﹤0.01%
118
3570
$2K ﹤0.01%
46
3571
$2K ﹤0.01%
271
-166
3572
$2K ﹤0.01%
+122
3573
$2K ﹤0.01%
+80
3574
$2K ﹤0.01%
400
3575
$2K ﹤0.01%
230
141 142
143
144 145