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
4151
– –
-6,142
4152
– –
-105
4153
– –
-18
4154
– –
-4,289
4155
– –
-500
4156
– –
-1,238
4157
– –
-970
4158
– –
-330
4159
– –
-19,396
4160
$0 ﹤0.01%
10
-100
4161
$0 ﹤0.01%
7
4162
– –
0
4163
– –
-225
4164
$0 ﹤0.01%
4
4165
$0 ﹤0.01%
+28
4166
– –
-220
4167
$0 ﹤0.01%
24
4168
$0 ﹤0.01%
1
4169
$0 ﹤0.01%
29
4170
$0 ﹤0.01%
30
4171
$0 ﹤0.01%
30
4172
$0 ﹤0.01%
20
4173
$0 ﹤0.01%
13
4174
– –
0
4175
– –
0
165 166
167
168 169