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
3576
$2K ﹤0.01%
76
3577
$2K ﹤0.01%
440
3578
$2K ﹤0.01%
151
3579
$2K ﹤0.01%
294
3580
$2K ﹤0.01%
7
3581
$2K ﹤0.01%
53
+18
3582
$2K ﹤0.01%
+30
3583
$2K ﹤0.01%
55
3584
$2K ﹤0.01%
104
3585
$2K ﹤0.01%
40
3586
$2K ﹤0.01%
172
-79
3587
$2K ﹤0.01%
225
3588
$2K ﹤0.01%
580
-2,700
3589
$2K ﹤0.01%
81
3590
$2K ﹤0.01%
100
+44
3591
$2K ﹤0.01%
+145
3592
$2K ﹤0.01%
+250
3593
$2K ﹤0.01%
57
3594
$2K ﹤0.01%
250
3595
$2K ﹤0.01%
300
3596
$2K ﹤0.01%
114
3597
$2K ﹤0.01%
58
3598
$2K ﹤0.01%
231
3599
$2K ﹤0.01%
67
-27
3600
$2K ﹤0.01%
+80
142 143
144
145 146