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
776
$325K 0.02%
19,711
+13,526
777
$324K 0.02%
14,867
-110
778
$323K 0.02%
7,006
+5,139
779
$323K 0.02%
2,797
-209
780
$322K 0.02%
9,449
-11,522
781
$321K 0.02%
5,992
+597
782
$320K 0.02%
6,379
+5,879
783
$318K 0.02%
3,269
-923
784
$318K 0.02%
2,479
-316
785
$317K 0.02%
4,714
+257
786
$316K 0.02%
23,081
-7,261
787
$316K 0.02%
4,763
+350
788
$315K 0.02%
6,346
-349
789
$314K 0.02%
3,220
+102
790
$313K 0.02%
13,953
-3,305
791
$313K 0.02%
18,012
+1,654
792
$312K 0.02%
20,653
+5,849
793
$312K 0.02%
7,557
+3,481
794
$311K 0.02%
4,769
+1,008
795
$311K 0.02%
9,333
+707
796
$309K 0.02%
3,280
+336
797
$308K 0.02%
25,480
798
$308K 0.02%
46,450
+5,689
799
$308K 0.02%
11,720
-1,044
800
$306K 0.02%
14,630
-450
30 31
32
33 34