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
3651
$2K ﹤0.01%
161
-15
3652
$2K ﹤0.01%
+117
3653
$2K ﹤0.01%
100
3654
$2K ﹤0.01%
1
3655
$2K ﹤0.01%
143
3656
$2K ﹤0.01%
565
3657
$2K ﹤0.01%
103
3658
$2K ﹤0.01%
130
3659
$2K ﹤0.01%
+100
3660
$2K ﹤0.01%
133
3661
$2K ﹤0.01%
216
3662
$2K ﹤0.01%
1,200
3663
$2K ﹤0.01%
200
3664
$2K ﹤0.01%
+369
3665
$1K ﹤0.01%
33
3666
$1K ﹤0.01%
831
3667
$1K ﹤0.01%
60
3668
$1K ﹤0.01%
500
3669
$1K ﹤0.01%
31
+10
3670
$1K ﹤0.01%
+6
3671
$1K ﹤0.01%
18
3672
$1K ﹤0.01%
33
3673
$1K ﹤0.01%
21
3674
$1K ﹤0.01%
49
-83
3675
$1K ﹤0.01%
16
145 146
147
148 149