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
551
$520K 0.03%
5,323
+276
552
$518K 0.03%
21,015
+4,224
553
$514K 0.03%
16,359
+340
554
$513K 0.03%
5,565
+156
555
$513K 0.03%
2,644
-58
556
$511K 0.03%
22,065
+13,997
557
$511K 0.03%
20,662
-657
558
$510K 0.03%
19,669
-1,764
559
$508K 0.03%
14,544
-1,130
560
$506K 0.03%
6,797
+77
561
$503K 0.03%
17,852
+3,368
562
$497K 0.03%
68,466
-53
563
$497K 0.03%
8,272
+115
564
$496K 0.03%
2,806
-54
565
$496K 0.03%
6,511
-2,171
566
$493K 0.03%
20,147
567
$491K 0.03%
8,227
+105
568
$490K 0.03%
25,354
-3,195
569
$489K 0.03%
15,785
+14,038
570
$488K 0.03%
10,575
+1,192
571
$488K 0.03%
16,065
+700
572
$487K 0.03%
13,488
+247
573
$487K 0.03%
10,709
+1,635
574
$486K 0.03%
7,662
+103
575
$480K 0.03%
23,094
-5,344
21 22
23
24 25