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
401
$839K 0.04%
25,604
+21,897
402
$838K 0.04%
54,091
-26,917
403
$837K 0.04%
20,829
+4,476
404
$837K 0.04%
33,252
+18,919
405
$836K 0.04%
6,915
+201
406
$834K 0.04%
23,652
-576
407
$834K 0.04%
18,536
+3,654
408
$834K 0.04%
15,511
+534
409
$833K 0.04%
19,930
+85
410
$832K 0.04%
17,471
-604
411
$821K 0.04%
21,868
+280
412
$815K 0.04%
11,780
+142
413
$808K 0.04%
15,151
+705
414
$808K 0.04%
7,626
+215
415
$807K 0.04%
11,447
-243
416
$804K 0.04%
20,983
+236
417
$799K 0.04%
27,421
+2,134
418
$797K 0.04%
45,475
+1,500
419
$795K 0.04%
3,342
+115
420
$791K 0.04%
12,345
-327
421
$790K 0.04%
77,020
+1,400
422
$781K 0.04%
8,926
+482
423
$780K 0.04%
47,393
+3,169
424
$776K 0.04%
11,841
+1,990
425
$775K 0.04%
12,637
-1,550
15 16
17
18 19