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
26
$10.8M 0.56%
96,345
+4,113
27
$10.2M 0.53%
117,045
+13,303
28
$10.1M 0.53%
256,008
+36,046
29
$9.97M 0.52%
1,143,384
-37,938
30
$9.55M 0.5%
150,560
+10,991
31
$9.36M 0.49%
221,057
-4,407
32
$9.24M 0.48%
99,529
+4,690
33
$9.08M 0.47%
62,851
-737
34
$8.89M 0.46%
84,162
-1,297
35
$8.7M 0.45%
67,629
-330
36
$8.65M 0.45%
129,864
-11,638
37
$8.63M 0.45%
268,477
-8,958
38
$8.43M 0.44%
39
39
$8.4M 0.44%
77,225
+917
40
$8.33M 0.43%
64,967
+5,079
41
$8.28M 0.43%
103,395
+9,478
42
$8.26M 0.43%
84,974
+1,073
43
$8.21M 0.43%
155,542
-213
44
$8.17M 0.42%
179,760
+40,662
45
$8.13M 0.42%
164,055
+125,745
46
$7.85M 0.41%
126,422
+27,626
47
$7.85M 0.41%
68,020
+446
48
$7.81M 0.41%
185,923
+15,414
49
$7.7M 0.4%
139,638
+27,497
50
$7.7M 0.4%
27,268
+10,614
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