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
3826
$1K ﹤0.01%
13
3827
$1K ﹤0.01%
11
3828
$1K ﹤0.01%
463
3829
$1K ﹤0.01%
63
3830
$1K ﹤0.01%
65
3831
$1K ﹤0.01%
100
3832
$1K ﹤0.01%
67
3833
$1K ﹤0.01%
440
3834
$1K ﹤0.01%
75
+54
3835
$1K ﹤0.01%
775
3836
$1K ﹤0.01%
25
3837
$1K ﹤0.01%
20
-19
3838
$1K ﹤0.01%
16
-59
3839
$1K ﹤0.01%
333
3840
$1K ﹤0.01%
78
3841
$1K ﹤0.01%
43
+25
3842
$1K ﹤0.01%
104
3843
$1K ﹤0.01%
78
3844
$1K ﹤0.01%
500
-1,000
3845
$1K ﹤0.01%
+16
3846
$1K ﹤0.01%
21
3847
$1K ﹤0.01%
218
3848
$1K ﹤0.01%
5
3849
$1K ﹤0.01%
220
-16
3850
$1K ﹤0.01%
257
152 153
154
155 156