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
4076
$0 ﹤0.01%
8
4077
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-2,448
4078
– –
-468
4079
$0 ﹤0.01%
+10
4080
– –
-517
4081
$0 ﹤0.01%
2
4082
– –
-33
4083
– –
-14
4084
$0 ﹤0.01%
11
4085
$0 ﹤0.01%
+11
4086
$0 ﹤0.01%
40
4087
– –
-4,000
4088
$0 ﹤0.01%
5
4089
$0 ﹤0.01%
170
4090
– –
-2,000
4091
– –
-50
4092
$0 ﹤0.01%
2
4093
$0 ﹤0.01%
37
4094
$0 ﹤0.01%
+9
4095
– –
0
4096
$0 ﹤0.01%
+20
4097
$0 ﹤0.01%
13
4098
– –
-813
4099
– –
-875
4100
– –
-250
162 163
164
165 166