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
3601
$2K ﹤0.01%
35
3602
$2K ﹤0.01%
2
-3
3603
$2K ﹤0.01%
36
-71
3604
$2K ﹤0.01%
100
3605
$2K ﹤0.01%
100
3606
$2K ﹤0.01%
2
3607
$2K ﹤0.01%
+138
3608
$2K ﹤0.01%
300
-300
3609
$2K ﹤0.01%
+170
3610
$2K ﹤0.01%
70
3611
$2K ﹤0.01%
+152
3612
$2K ﹤0.01%
+1
3613
$2K ﹤0.01%
250
3614
$2K ﹤0.01%
700
3615
$2K ﹤0.01%
50
-231
3616
$2K ﹤0.01%
11
3617
$2K ﹤0.01%
200
3618
$2K ﹤0.01%
807
-900
3619
$2K ﹤0.01%
145
-25
3620
$2K ﹤0.01%
85
3621
$2K ﹤0.01%
740
+728
3622
$2K ﹤0.01%
+1,188
3623
$2K ﹤0.01%
267
-15
3624
$2K ﹤0.01%
154
+26
3625
$2K ﹤0.01%
148
143 144
145
146 147