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
501
$588K 0.03%
7,860
+75
502
$585K 0.03%
16,770
+2,817
503
$581K 0.03%
17,685
-967
504
$581K 0.03%
14,558
+172
505
$579K 0.03%
23,676
-204
506
$579K 0.03%
2,593
-576
507
$577K 0.03%
23,817
+21
508
$577K 0.03%
18,320
-1,062
509
$574K 0.03%
22,062
+237
510
$574K 0.03%
14,372
-108
511
$573K 0.03%
5,762
-1,189
512
$572K 0.03%
30,303
-11,730
513
$571K 0.03%
11,306
+3
514
$569K 0.03%
22,687
-1,861
515
$569K 0.03%
3,700
+574
516
$567K 0.03%
7,849
+79
517
$561K 0.03%
11,833
-342
518
$560K 0.03%
9,374
-767
519
$558K 0.03%
21,953
-647
520
$554K 0.03%
11,818
+1,322
521
$553K 0.03%
4,803
-2,505
522
$552K 0.03%
26,766
-5,230
523
$551K 0.03%
13,576
+225
524
$548K 0.03%
4,720
-1,282
525
$548K 0.03%
16,653
+16,620
19 20
21
22 23