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
3776
$1K ﹤0.01%
79
3777
$1K ﹤0.01%
58
3778
$1K ﹤0.01%
52
+36
3779
$1K ﹤0.01%
+51
3780
$1K ﹤0.01%
17
3781
$1K ﹤0.01%
75
3782
$1K ﹤0.01%
200
-583
3783
$1K ﹤0.01%
628
-10
3784
$1K ﹤0.01%
100
3785
$1K ﹤0.01%
162
3786
$1K ﹤0.01%
187
3787
$1K ﹤0.01%
+100
3788
$1K ﹤0.01%
9
3789
$1K ﹤0.01%
+6
3790
$1K ﹤0.01%
104
3791
$1K ﹤0.01%
9
3792
$1K ﹤0.01%
29
3793
$1K ﹤0.01%
42
3794
$1K ﹤0.01%
15
3795
$1K ﹤0.01%
97
-444
3796
$1K ﹤0.01%
100
-125
3797
$1K ﹤0.01%
100
3798
$1K ﹤0.01%
300
3799
$1K ﹤0.01%
24
-32
3800
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0
150 151
152
153 154