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
4126
– –
-123
4127
$0 ﹤0.01%
+22
4128
$0 ﹤0.01%
150
4129
$0 ﹤0.01%
49
4130
– –
-500
4131
$0 ﹤0.01%
4
4132
$0 ﹤0.01%
+11
4133
$0 ﹤0.01%
1
4134
$0 ﹤0.01%
76
4135
$0 ﹤0.01%
125
4136
– –
-219
4137
– –
-250
4138
– –
-867
4139
– –
-500
4140
– –
-5,250
4141
– –
-2,830
4142
– –
-500
4143
– –
-9,391
4144
– –
-10,983
4145
– –
-9,216
4146
– –
-30,794
4147
– –
-8
4148
– –
-29,889
4149
– –
-3,050
4150
– –
-3,300
164 165
166
167 168