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
3726
$1K ﹤0.01%
45
3727
$1K ﹤0.01%
49
3728
$1K ﹤0.01%
2,253
3729
$1K ﹤0.01%
10
3730
$1K ﹤0.01%
32
3731
$1K ﹤0.01%
156
3732
$1K ﹤0.01%
35
3733
– –
0
3734
$1K ﹤0.01%
98
3735
$1K ﹤0.01%
31
-30
3736
$1K ﹤0.01%
15
-16
3737
$1K ﹤0.01%
+63
3738
$1K ﹤0.01%
80
3739
$1K ﹤0.01%
20
3740
– –
0
3741
$1K ﹤0.01%
100
3742
$1K ﹤0.01%
18
3743
$1K ﹤0.01%
1,000
3744
$1K ﹤0.01%
173
3745
$1K ﹤0.01%
128
3746
$1K ﹤0.01%
100
3747
$1K ﹤0.01%
61
3748
$1K ﹤0.01%
20
3749
$1K ﹤0.01%
23
-2,516
3750
$1K ﹤0.01%
50
148 149
150
151 152