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
576
$479K 0.02%
19,708
-2,908
577
$478K 0.02%
7,620
+2,893
578
$477K 0.02%
20,496
579
$477K 0.02%
14,038
+1,111
580
$476K 0.02%
10,030
-6,208
581
$476K 0.02%
5,648
-159
582
$475K 0.02%
4,909
+1,008
583
$473K 0.02%
20,725
+5,880
584
$473K 0.02%
22,194
+6,808
585
$470K 0.02%
35,759
-398
586
$470K 0.02%
7,179
-49
587
$466K 0.02%
8,208
-29,008
588
$465K 0.02%
8,640
-335
589
$465K 0.02%
8,597
+74
590
$463K 0.02%
11,850
591
$460K 0.02%
4,262
+375
592
$460K 0.02%
9,166
+45
593
$457K 0.02%
2,459
+50
594
$456K 0.02%
13,880
-416
595
$456K 0.02%
4,125
-421
596
$455K 0.02%
25,573
-5,010
597
$454K 0.02%
25,310
-3,681
598
$454K 0.02%
13,956
+3,000
599
$454K 0.02%
7,120
+84
600
$454K 0.02%
8,396
+2,413
22 23
24
25 26