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
4226
– –
-2,000
4227
– –
-335
4228
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-50
4229
– –
-848
4230
$0 ﹤0.01%
23
4231
$0 ﹤0.01%
12
4232
– –
-1,500
4233
$0 ﹤0.01%
5
4234
– –
-110
4235
– –
-7,992
4236
– –
-216
4237
– –
0
4238
$0 ﹤0.01%
12
-288
4239
– –
-100
4240
$0 ﹤0.01%
8
4241
$0 ﹤0.01%
3
4242
– –
-100
4243
– –
-345
4244
– –
-1,065
4245
$0 ﹤0.01%
2
4246
– –
0
4247
$0 ﹤0.01%
10
4248
$0 ﹤0.01%
2
4249
$0 ﹤0.01%
4
4250
– –
0
168 169
170
171 172