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
3876
$0 ﹤0.01%
26
3877
$0 ﹤0.01%
110
3878
$0 ﹤0.01%
41
3879
$0 ﹤0.01%
118
3880
$0 ﹤0.01%
262
3881
– –
-2,000
3882
– –
-476
3883
– –
-87
3884
– –
-3,489
3885
$0 ﹤0.01%
+24
3886
– –
-160
3887
$0 ﹤0.01%
62
3888
– –
-22,818
3889
– –
0
3890
– –
-140
3891
– –
-2,797
3892
– –
0
3893
$0 ﹤0.01%
46
3894
$0 ﹤0.01%
9
3895
$0 ﹤0.01%
1
3896
– –
0
3897
$0 ﹤0.01%
2
3898
$0 ﹤0.01%
+16
3899
– –
-27,434
3900
– –
-50
154 155
156
157 158