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
376
$936K 0.05%
38,035
+1,098
377
$928K 0.05%
18,492
-1,803
378
$926K 0.05%
22,042
+5
379
$918K 0.05%
46,963
-18,649
380
$913K 0.05%
17,554
+2,591
381
$911K 0.05%
33,214
+5,449
382
$899K 0.05%
14,776
-1,417
383
$899K 0.05%
61,975
+31
384
$897K 0.05%
21,805
+2,797
385
$897K 0.05%
17,871
+2,030
386
$896K 0.05%
44,459
-4,796
387
$891K 0.05%
20,804
+2,174
388
$882K 0.05%
40,929
-2,044
389
$881K 0.05%
7,565
+356
390
$879K 0.05%
74,354
-14,603
391
$870K 0.05%
66,038
+2,274
392
$864K 0.04%
59,170
+48,158
393
$864K 0.04%
63,540
-12,060
394
$861K 0.04%
99,182
-5,718
395
$854K 0.04%
78,623
-6,057
396
$853K 0.04%
12,976
-50
397
$850K 0.04%
23,974
+5,069
398
$850K 0.04%
20,305
-1,953
399
$848K 0.04%
22,096
-988
400
$844K 0.04%
26,193
+16,981
14 15
16
17 18