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
51
$7.67M 0.4%
490,412
+3,179
52
$7.4M 0.38%
291,693
+155,153
53
$7.33M 0.38%
81,867
+11,636
54
$7.09M 0.37%
138,162
-4,348
55
$7.04M 0.37%
186,572
-9,292
56
$6.92M 0.36%
55,099
+12,000
57
$6.31M 0.33%
75,186
-25
58
$6.3M 0.33%
87,374
-26,528
59
$6.16M 0.32%
143,645
+32
60
$6.14M 0.32%
85,188
+8,731
61
$6M 0.31%
43,658
-19,335
62
$5.91M 0.31%
257,865
-36,278
63
$5.84M 0.3%
119,305
+44,273
64
$5.82M 0.3%
77,831
+696
65
$5.81M 0.3%
42,598
+1,427
66
$5.67M 0.3%
80,371
+11,323
67
$5.65M 0.29%
45,837
-4,691
68
$5.62M 0.29%
42,668
-1,272
69
$5.59M 0.29%
176,376
-15,927
70
$5.59M 0.29%
50,816
-13,898
71
$5.57M 0.29%
69,035
-6,040
72
$5.51M 0.29%
147,231
+1,114
73
$5.46M 0.28%
35,979
-970
74
$5.27M 0.27%
99,708
-45,940
75
$5.26M 0.27%
97,135
+2,269
1 2
3
4 5