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
476
$649K 0.03%
65,780
+25,861
477
$649K 0.03%
6,768
+792
478
$647K 0.03%
11,129
-1,247
479
$641K 0.03%
24,398
-1,784
480
$633K 0.03%
18,690
-27,169
481
$625K 0.03%
5,839
-385
482
$625K 0.03%
19,569
+240
483
$625K 0.03%
15,191
+1,012
484
$625K 0.03%
40,712
+219
485
$623K 0.03%
33,200
+29,450
486
$622K 0.03%
19,805
-2,435
487
$619K 0.03%
9,188
-517
488
$618K 0.03%
54,778
+23,333
489
$618K 0.03%
9,164
+2,938
490
$617K 0.03%
8,864
+815
491
$617K 0.03%
39,212
+16,150
492
$615K 0.03%
31,450
+787
493
$613K 0.03%
38,609
+16,628
494
$609K 0.03%
18,068
+14,467
495
$597K 0.03%
4,880
+30
496
$597K 0.03%
20,023
+16,273
497
$595K 0.03%
8,930
+1,290
498
$593K 0.03%
44,824
-88
499
$590K 0.03%
4,925
-138
500
$589K 0.03%
22,277
-2,957
18 19
20
21 22