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
651
$400K 0.02%
36,285
+1,300
652
$400K 0.02%
44
653
$399K 0.02%
5,430
+3,840
654
$399K 0.02%
+18,000
655
$398K 0.02%
16,607
+307
656
$398K 0.02%
6,940
+101
657
$398K 0.02%
26,357
-9,755
658
$398K 0.02%
4,930
+611
659
$398K 0.02%
18,364
-523
660
$397K 0.02%
3,000
+541
661
$397K 0.02%
8,966
+727
662
$397K 0.02%
6,271
-816
663
$396K 0.02%
15,409
+403
664
$396K 0.02%
8,062
-206
665
$393K 0.02%
12,251
-479
666
$393K 0.02%
7,638
-351
667
$393K 0.02%
8,545
-254
668
$393K 0.02%
6,914
-66
669
$393K 0.02%
7,046
670
$392K 0.02%
1,893
+41
671
$392K 0.02%
9,188
+1,661
672
$391K 0.02%
46,592
-10,080
673
$389K 0.02%
11,290
+855
674
$389K 0.02%
39,089
+16,001
675
$388K 0.02%
5,441
-1,307
25 26
27
28 29