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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.04M 0.05%
45,047
+81
352
$1.04M 0.05%
9,936
+1,442
353
$1.03M 0.05%
14,235
-281
354
$1.03M 0.05%
39,854
-2,969
355
$1.03M 0.05%
5,322
-6,249
356
$1.03M 0.05%
9,966
+8,366
357
$1.03M 0.05%
8,976
-698
358
$1.02M 0.05%
40,255
-97,601
359
$1.02M 0.05%
21,762
-161
360
$1.01M 0.05%
14,428
+79
361
$1.01M 0.05%
7,684
+159
362
$1.01M 0.05%
19,045
+3,918
363
$1M 0.05%
33,417
-1,359
364
$993K 0.05%
21,142
+3,229
365
$989K 0.05%
10,572
-535
366
$985K 0.05%
8,489
+305
367
$984K 0.05%
30,688
-1,204
368
$972K 0.05%
20,926
-1,967
369
$965K 0.05%
20,419
+7,554
370
$955K 0.05%
20,229
+1,934
371
$954K 0.05%
24,994
+19,493
372
$953K 0.05%
12,514
+4,835
373
$950K 0.05%
45,447
+24,290
374
$950K 0.05%
99,105
-9,124
375
$944K 0.05%
18,083
+1,923
13 14
15
16 17