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
526
$547K 0.03%
34,158
+3,708
527
$547K 0.03%
24,573
-38,062
528
$547K 0.03%
+34,892
529
$547K 0.03%
3,389
+163
530
$547K 0.03%
8,219
+28
531
$544K 0.03%
101,515
532
$539K 0.03%
10,963
-3,952
533
$537K 0.03%
16,825
+14,683
534
$536K 0.03%
4,638
+726
535
$536K 0.03%
4,239
+329
536
$536K 0.03%
9,544
-762
537
$535K 0.03%
51,785
+3,242
538
$535K 0.03%
31,770
-3,760
539
$535K 0.03%
37,940
540
$534K 0.03%
8,298
+25
541
$533K 0.03%
24,984
-4,722
542
$532K 0.03%
33,870
+1,255
543
$530K 0.03%
163,017
544
$525K 0.03%
20,270
-3,985
545
$525K 0.03%
12,812
-75
546
$525K 0.03%
39,000
+75
547
$523K 0.03%
6,126
+697
548
$523K 0.03%
7,634
+364
549
$523K 0.03%
7,388
-23
550
$523K 0.03%
23,056
-1,010
20 21
22
23 24