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
601
$452K 0.02%
7,471
-1,480
602
$450K 0.02%
306
+28
603
$450K 0.02%
7,204
+468
604
$448K 0.02%
17,900
-112,217
605
$448K 0.02%
+14,566
606
$448K 0.02%
40,655
-9,837
607
$446K 0.02%
8,205
-964
608
$444K 0.02%
21,715
-4,722
609
$444K 0.02%
8,236
-5,282
610
$443K 0.02%
23,745
+1,545
611
$443K 0.02%
25,334
+5,025
612
$441K 0.02%
7,748
+7,412
613
$440K 0.02%
16,258
-15,321
614
$436K 0.02%
2,467
+264
615
$432K 0.02%
29,315
-3,270
616
$431K 0.02%
15,077
-36
617
$431K 0.02%
11,061
+642
618
$430K 0.02%
1,374
+6
619
$430K 0.02%
27,176
-229
620
$429K 0.02%
11,262
+50
621
$429K 0.02%
20,135
+289
622
$428K 0.02%
1,909
+151
623
$426K 0.02%
18,777
+165
624
$426K 0.02%
17,426
+2,544
625
$425K 0.02%
10,030
+2
23 24
25
26 27