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
4051
– –
-1
4052
– –
-32
4053
$0 ﹤0.01%
2
4054
– –
-100
4055
$0 ﹤0.01%
2
4056
– –
0
4057
$0 ﹤0.01%
4
4058
– –
-600
4059
$0 ﹤0.01%
1
4060
$0 ﹤0.01%
34
4061
$0 ﹤0.01%
2
4062
$0 ﹤0.01%
4
4063
$0 ﹤0.01%
4
4064
$0 ﹤0.01%
40
4065
– –
-80
4066
– –
-3,500
4067
– –
-1,600
4068
– –
-5,000
4069
– –
-251
4070
– –
-600
4071
$0 ﹤0.01%
1
4072
– –
-500
4073
$0 ﹤0.01%
2
4074
$0 ﹤0.01%
33
-500
4075
– –
-40
161 162
163
164 165