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
3926
– –
-142
3927
$0 ﹤0.01%
12
-32
3928
$0 ﹤0.01%
5
3929
– –
0
3930
$0 ﹤0.01%
10
3931
– –
-4,722
3932
$0 ﹤0.01%
4
3933
$0 ﹤0.01%
14
-2
3934
$0 ﹤0.01%
1,745
3935
– –
-1,075
3936
– –
-40,500
3937
– –
-6
3938
– –
-400
3939
– –
-2,155
3940
– –
-1,100
3941
– –
-423
3942
– –
-275
3943
– –
-2,700
3944
– –
-9,676
3945
– –
-4,155
3946
– –
-9,055
3947
– –
-22
3948
– –
-25
3949
– –
-7,100
3950
– –
-404
156 157
158
159 160