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
726
$352K 0.02%
6,683
+2,231
727
$352K 0.02%
9,250
728
$351K 0.02%
5,186
+539
729
$351K 0.02%
15,551
-7,932
730
$351K 0.02%
7,047
-732
731
$351K 0.02%
7,022
+652
732
$351K 0.02%
3,833
+8
733
$350K 0.02%
24,634
-836
734
$349K 0.02%
3,100
-18
735
$347K 0.02%
13,848
-540
736
$345K 0.02%
8,712
+2,445
737
$345K 0.02%
10,934
-4,564
738
$345K 0.02%
3,476
+138
739
$343K 0.02%
20,629
-8,946
740
$343K 0.02%
15,868
+1,836
741
$342K 0.02%
19,850
+5,130
742
$342K 0.02%
22,211
-2,100
743
$341K 0.02%
6,935
+1,340
744
$341K 0.02%
13,760
745
$340K 0.02%
11,273
-215
746
$340K 0.02%
7,646
+1,609
747
$339K 0.02%
40,909
+2,506
748
$338K 0.02%
11,909
+350
749
$338K 0.02%
8,193
-848
750
$337K 0.02%
10,964
-141
28 29
30
31 32