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
826
$289K 0.02%
11,939
-183
827
$288K 0.02%
375
-8
828
$288K 0.02%
11,831
+10,635
829
$288K 0.02%
17,591
-1,694
830
$288K 0.02%
1,210
+592
831
$288K 0.02%
2,755
-2,115
832
$287K 0.01%
2,332
+130
833
$287K 0.01%
7,573
-7,196
834
$284K 0.01%
15,838
+2,109
835
$284K 0.01%
29,797
-2,925
836
$283K 0.01%
7,550
-9
837
$282K 0.01%
19
838
$281K 0.01%
13,550
-1,126
839
$280K 0.01%
8,797
+2,350
840
$279K 0.01%
32,900
+6,850
841
$279K 0.01%
2,201
+37
842
$278K 0.01%
5,468
+414
843
$278K 0.01%
5,638
+577
844
$278K 0.01%
5,742
+77
845
$277K 0.01%
6,416
+600
846
$275K 0.01%
17,784
-1,216
847
$275K 0.01%
17,201
+16,201
848
$274K 0.01%
2,748
-41
849
$274K 0.01%
12,832
-915
850
$273K 0.01%
7,324
+7,143
32 33
34
35 36