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 6.05%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$371K 0.02%
18,175
+2,902
702
$369K 0.02%
6,521
+62
703
$367K 0.02%
8,692
-25
704
$366K 0.02%
9,734
+185
705
$366K 0.02%
48,910
+19,925
706
$365K 0.02%
28,873
707
$364K 0.02%
3,244
+268
708
$364K 0.02%
7,572
-103
709
$364K 0.02%
4,767
+147
710
$364K 0.02%
7,842
-191
711
$362K 0.02%
7,123
-2,159
712
$362K 0.02%
11,218
-35
713
$362K 0.02%
14,052
+676
714
$361K 0.02%
8,404
+3,551
715
$360K 0.02%
5,144
+1,585
716
$360K 0.02%
17,610
-907
717
$360K 0.02%
8,246
-2,170
718
$359K 0.02%
7,124
-182
719
$358K 0.02%
11,704
-230
720
$358K 0.02%
18,476
-3,342
721
$357K 0.02%
+11,126
722
$356K 0.02%
5,770
-520
723
$356K 0.02%
2,684
+825
724
$355K 0.02%
8,500
-2,125
725
$354K 0.02%
+6,751
27 28
29
30 31