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
626
$425K 0.02%
4,658
+870
627
$423K 0.02%
10,018
+198
628
$421K 0.02%
3,350
-689
629
$421K 0.02%
3,351
+114
630
$421K 0.02%
8,800
-364
631
$421K 0.02%
4,200
-8
632
$419K 0.02%
25,091
+3,370
633
$419K 0.02%
6,509
+601
634
$419K 0.02%
24,450
+4,450
635
$418K 0.02%
13,303
+1,532
636
$418K 0.02%
+71,728
637
$418K 0.02%
9,822
+1,338
638
$417K 0.02%
2,749
+26
639
$417K 0.02%
243,200
+38,600
640
$415K 0.02%
4,546
+92
641
$415K 0.02%
3,500
+21
642
$414K 0.02%
25,250
-1,162
643
$411K 0.02%
9,859
-1,958
644
$409K 0.02%
5,150
+242
645
$408K 0.02%
4,609
-296
646
$404K 0.02%
12,878
+415
647
$403K 0.02%
10,837
-739
648
$401K 0.02%
10,579
-349
649
$401K 0.02%
4,264
+1,057
650
$401K 0.02%
15,068
-1,276
24 25
26
27 28