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
4176
$0 ﹤0.01%
2
4177
$0 ﹤0.01%
8
4178
– –
-800
4179
$0 ﹤0.01%
17
-1,673
4180
$0 ﹤0.01%
5
4181
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-6
4182
$0 ﹤0.01%
9
4183
– –
-201
4184
– –
-342
4185
$0 ﹤0.01%
13
-274
4186
$0 ﹤0.01%
4
4187
$0 ﹤0.01%
2
4188
$0 ﹤0.01%
6
4189
$0 ﹤0.01%
15
4190
– –
-150
4191
$0 ﹤0.01%
4
4192
– –
-4,080
4193
$0 ﹤0.01%
2
4194
– –
-1,654
4195
– –
-1,842
4196
– –
-340
4197
$0 ﹤0.01%
7
4198
– –
-7,065
4199
$0 ﹤0.01%
5
4200
– –
-5
166 167
168
169 170