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
4201
$0 ﹤0.01%
4
4202
– –
-20,171
4203
$0 ﹤0.01%
33
4204
– –
-100
4205
– –
-26
4206
$0 ﹤0.01%
1
-11
4207
– –
-157
4208
– –
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4209
$0 ﹤0.01%
7
4210
$0 ﹤0.01%
2
4211
$0 ﹤0.01%
100
4212
$0 ﹤0.01%
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4213
– –
-200
4214
$0 ﹤0.01%
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4215
– –
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4216
$0 ﹤0.01%
34
4217
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5
4218
$0 ﹤0.01%
2
4219
– –
0
4220
– –
-5,625
4221
$0 ﹤0.01%
6
4222
$0 ﹤0.01%
5
4223
$0 ﹤0.01%
4
-165
4224
$0 ﹤0.01%
7
4225
$0 ﹤0.01%
3
167 168
169
170 171