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
676
$388K 0.02%
3,093
+8
677
$387K 0.02%
2,386
-24
678
$387K 0.02%
5,990
-522
679
$387K 0.02%
10,022
+816
680
$386K 0.02%
28,922
-54,045
681
$385K 0.02%
9,500
+150
682
$384K 0.02%
7,986
+7,016
683
$384K 0.02%
11,178
+1,250
684
$383K 0.02%
6,206
-1,962
685
$382K 0.02%
3,990
+956
686
$381K 0.02%
8,573
+203
687
$381K 0.02%
9,111
+380
688
$380K 0.02%
3,497
+285
689
$380K 0.02%
15,210
-240
690
$379K 0.02%
38,443
+416
691
$378K 0.02%
23,349
-6,020
692
$377K 0.02%
5,125
-1,195
693
$376K 0.02%
49,343
-1,102
694
$376K 0.02%
43,674
+12,360
695
$374K 0.02%
3,206
-27
696
$374K 0.02%
24,109
+1,451
697
$373K 0.02%
7,786
-812
698
$373K 0.02%
5,188
+27
699
$372K 0.02%
4,734
+1
700
$371K 0.02%
6,071
-831
26 27
28
29 30