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
751
$336K 0.02%
4,329
-483
752
$336K 0.02%
5,876
+360
753
$335K 0.02%
1,504
-168
754
$335K 0.02%
33,386
-615
755
$335K 0.02%
8,299
+120
756
$334K 0.02%
8,598
-11,930
757
$334K 0.02%
7,245
+236
758
$333K 0.02%
10,136
-1,069
759
$333K 0.02%
22,026
760
$333K 0.02%
7,283
-2,604
761
$333K 0.02%
7,719
-429
762
$332K 0.02%
7,013
+558
763
$332K 0.02%
6,945
+572
764
$331K 0.02%
9,629
+1,145
765
$331K 0.02%
3,075
+54
766
$330K 0.02%
10,210
-1,552
767
$330K 0.02%
10,452
+133
768
$329K 0.02%
6,609
-494
769
$329K 0.02%
8,942
-315
770
$328K 0.02%
36,940
-17,185
771
$328K 0.02%
10,548
+1,050
772
$328K 0.02%
4,980
+335
773
$327K 0.02%
5,075
+410
774
$326K 0.02%
8,029
+3,829
775
$325K 0.02%
13,619
+3,321
29 30
31
32 33