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
451
$722K 0.04%
27,987
-19,962
452
$720K 0.04%
25,353
-15,570
453
$717K 0.04%
52,031
+6,317
454
$717K 0.04%
13,378
+1,226
455
$714K 0.04%
24,660
-535
456
$711K 0.04%
18,627
+1,881
457
$709K 0.04%
28,563
-748
458
$708K 0.04%
24,138
-6,597
459
$706K 0.04%
33,570
-53,037
460
$706K 0.04%
11,737
+456
461
$704K 0.04%
4,223
-268
462
$704K 0.04%
13,835
-563
463
$704K 0.04%
27,005
+24,961
464
$692K 0.04%
25,802
+10,050
465
$690K 0.04%
22,588
-2,241
466
$684K 0.04%
12,244
-40
467
$683K 0.04%
10,950
-160
468
$677K 0.04%
6,554
+78
469
$674K 0.04%
85,426
+2,007
470
$673K 0.04%
18,302
-2,041
471
$661K 0.03%
1,825
+70
472
$661K 0.03%
14,953
+4,808
473
$660K 0.03%
81,521
-7,302
474
$651K 0.03%
12,561
+2,773
475
$650K 0.03%
27,977
-183
17 18
19
20 21