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
4001
$0 ﹤0.01%
7
4002
$0 ﹤0.01%
7
4003
$0 ﹤0.01%
2
4004
– –
-100
4005
$0 ﹤0.01%
27
4006
– –
0
4007
$0 ﹤0.01%
6
4008
– –
-4
4009
$0 ﹤0.01%
29
-415
4010
$0 ﹤0.01%
20
4011
$0 ﹤0.01%
+17
4012
$0 ﹤0.01%
10
4013
$0 ﹤0.01%
8
4014
– –
-5,000
4015
$0 ﹤0.01%
18
4016
$0 ﹤0.01%
21
4017
$0 ﹤0.01%
+11
4018
– –
-26
4019
– –
-500
4020
$0 ﹤0.01%
+26
4021
$0 ﹤0.01%
7
4022
$0 ﹤0.01%
100
-900
4023
$0 ﹤0.01%
6
-16
4024
$0 ﹤0.01%
2
4025
$0 ﹤0.01%
108
159 160
161
162 163