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
3626
$2K ﹤0.01%
100
3627
$2K ﹤0.01%
200
3628
$2K ﹤0.01%
200
3629
$2K ﹤0.01%
50
3630
$2K ﹤0.01%
+62
3631
$2K ﹤0.01%
200
-62
3632
$2K ﹤0.01%
124
3633
$2K ﹤0.01%
555
-1,026
3634
$2K ﹤0.01%
1,600
-200
3635
$2K ﹤0.01%
46
3636
$2K ﹤0.01%
550
+500
3637
$2K ﹤0.01%
+1,000
3638
$2K ﹤0.01%
+80
3639
$2K ﹤0.01%
100
3640
$2K ﹤0.01%
188
3641
$2K ﹤0.01%
+77
3642
$2K ﹤0.01%
22
3643
$2K ﹤0.01%
400
3644
$2K ﹤0.01%
85
3645
$2K ﹤0.01%
84
3646
$2K ﹤0.01%
+68
3647
$2K ﹤0.01%
5
3648
$2K ﹤0.01%
158
3649
$2K ﹤0.01%
74
+14
3650
$2K ﹤0.01%
254
144 145
146
147 148