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
426
$774K 0.04%
31,987
+13,586
427
$772K 0.04%
33,300
+2,300
428
$770K 0.04%
14,672
+3,646
429
$769K 0.04%
19,706
-1,884
430
$766K 0.04%
16,457
-73
431
$763K 0.04%
11,420
+2,206
432
$762K 0.04%
32,230
+3,085
433
$761K 0.04%
45,281
-15,737
434
$760K 0.04%
6,044
+447
435
$759K 0.04%
15,579
-11,907
436
$757K 0.04%
13,959
+8,326
437
$755K 0.04%
18,971
+58
438
$754K 0.04%
19,397
+429
439
$750K 0.04%
23,665
-3,865
440
$749K 0.04%
30,870
+5,498
441
$748K 0.04%
16,389
+294
442
$746K 0.04%
9,318
+338
443
$744K 0.04%
7,015
+3,078
444
$738K 0.04%
2,734
+19
445
$738K 0.04%
26,073
-618
446
$736K 0.04%
12,190
+5,360
447
$726K 0.04%
10,893
+199
448
$726K 0.04%
86,663
+75,355
449
$724K 0.04%
7,087
+302
450
$722K 0.04%
22,632
-693
16 17
18
19 20