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
801
$306K 0.02%
11,855
+3,120
802
$305K 0.02%
8,313
+1,207
803
$304K 0.02%
1,669
-344
804
$303K 0.02%
29,521
-14,533
805
$303K 0.02%
5,738
-392
806
$302K 0.02%
17,630
+1,645
807
$302K 0.02%
9,599
-869
808
$301K 0.02%
+35,247
809
$300K 0.02%
5,697
-1,934
810
$300K 0.02%
10,520
+6,525
811
$297K 0.02%
5,527
-188
812
$296K 0.02%
5,816
-1,314
813
$296K 0.02%
6,780
+1,682
814
$295K 0.02%
14,179
-3,000
815
$295K 0.02%
8,175
+2,175
816
$294K 0.02%
8,190
-2,464
817
$292K 0.02%
6,234
+5,863
818
$291K 0.02%
19,612
819
$291K 0.02%
12,709
+6,148
820
$291K 0.02%
17,300
-400
821
$290K 0.02%
4,270
+1,361
822
$290K 0.02%
27,372
-2,105
823
$290K 0.02%
5,294
+781
824
$290K 0.02%
7,535
-4,560
825
$290K 0.02%
10,726
-4,874
31 32
33
34 35