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
3851
$1K ﹤0.01%
30
-540
3852
$1K ﹤0.01%
166
3853
$1K ﹤0.01%
104
3854
$1K ﹤0.01%
157
3855
$1K ﹤0.01%
89
3856
$1K ﹤0.01%
+55
3857
$1K ﹤0.01%
167
3858
$0 ﹤0.01%
100
3859
$0 ﹤0.01%
41
3860
– –
0
3861
– –
-175
3862
– –
-100
3863
– –
-789
3864
– –
-250
3865
– –
-3,500
3866
– –
-2,437
3867
– –
-50
3868
– –
-731
3869
– –
-36,500
3870
$0 ﹤0.01%
39
3871
$0 ﹤0.01%
20
3872
$0 ﹤0.01%
6
3873
$0 ﹤0.01%
114
3874
– –
0
3875
– –
-290
153 154
155
156 157