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
3751
$1K ﹤0.01%
+1
3752
$1K ﹤0.01%
75
3753
$1K ﹤0.01%
+100
3754
$1K ﹤0.01%
7
3755
$1K ﹤0.01%
28
+18
3756
$1K ﹤0.01%
900
-600
3757
$1K ﹤0.01%
60
3758
$1K ﹤0.01%
5
-375
3759
$1K ﹤0.01%
30
3760
$1K ﹤0.01%
57
+1
3761
$1K ﹤0.01%
51
3762
$1K ﹤0.01%
23
3763
$1K ﹤0.01%
21
3764
$1K ﹤0.01%
160
3765
$1K ﹤0.01%
36
+33
3766
$1K ﹤0.01%
60
3767
$1K ﹤0.01%
52
-1,876
3768
$1K ﹤0.01%
34
3769
$1K ﹤0.01%
51
3770
$1K ﹤0.01%
109
3771
$1K ﹤0.01%
123
-45
3772
$1K ﹤0.01%
102
3773
$1K ﹤0.01%
63
3774
$1K ﹤0.01%
79
3775
$1K ﹤0.01%
10
-33
149 150
151
152 153