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
4251
– –
0
4252
$0 ﹤0.01%
37
4253
$0 ﹤0.01%
2
4254
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-21
4255
$0 ﹤0.01%
+5
4256
– –
-1,330
4257
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-1
4258
$0 ﹤0.01%
21
4259
– –
-34
4260
$0 ﹤0.01%
1
4261
– –
-18
4262
$0 ﹤0.01%
17
4263
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-40
4264
– –
-26
4265
– –
-57
4266
$0 ﹤0.01%
+6
4267
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-152
4268
$0 ﹤0.01%
4
4269
– –
-2,248
4270
– –
-8
4271
$0 ﹤0.01%
20
4272
– –
-235
4273
$0 ﹤0.01%
2
4274
$0 ﹤0.01%
8
4275
$0 ﹤0.01%
11
168 169 170
171
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