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
4101
– –
-150
4102
$0 ﹤0.01%
1
4103
– –
-27
4104
– –
-755
4105
– –
-100
4106
– –
-400
4107
$0 ﹤0.01%
+11
4108
$0 ﹤0.01%
1,195
4109
– –
-500
4110
$0 ﹤0.01%
9
4111
$0 ﹤0.01%
1
4112
$0 ﹤0.01%
26
4113
$0 ﹤0.01%
5
4114
$0 ﹤0.01%
28
4115
$0 ﹤0.01%
12
-1
4116
$0 ﹤0.01%
22
4117
$0 ﹤0.01%
12
4118
– –
0
4119
– –
0
4120
$0 ﹤0.01%
50
4121
$0 ﹤0.01%
6
4122
$0 ﹤0.01%
1,800
4123
$0 ﹤0.01%
+9
4124
$0 ﹤0.01%
2
4125
$0 ﹤0.01%
30
163 164
165
166 167