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
3951
– –
-348
3952
– –
-349
3953
– –
-1,540
3954
– –
-16,496
3955
– –
-235
3956
– –
-847
3957
$0 ﹤0.01%
900
3958
– –
-3,811
3959
– –
-2,362
3960
$0 ﹤0.01%
3
3961
$0 ﹤0.01%
11
3962
$0 ﹤0.01%
1,000
3963
– –
-1,471
3964
– –
-943
3965
$0 ﹤0.01%
2,000
3966
– –
-1
3967
$0 ﹤0.01%
30
3968
$0 ﹤0.01%
2
3969
– –
0
3970
$0 ﹤0.01%
10
3971
– –
0
3972
$0 ﹤0.01%
23
3973
– –
-161
3974
– –
-1,900
3975
$0 ﹤0.01%
2
157 158
159
160 161