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
851
$273K 0.01%
4,026
-2,032
852
$273K 0.01%
6,570
+1,198
853
$271K 0.01%
9,801
-9,530
854
$271K 0.01%
2,386
+514
855
$271K 0.01%
5,557
-174
856
$270K 0.01%
8,298
+15
857
$270K 0.01%
4,311
-180
858
$269K 0.01%
17,689
859
$269K 0.01%
19,460
+7
860
$269K 0.01%
2,867
861
$269K 0.01%
18,858
-94
862
$267K 0.01%
4,638
-1,000
863
$267K 0.01%
3,737
864
$266K 0.01%
11,692
-1,511
865
$266K 0.01%
7,186
-726
866
$266K 0.01%
+8,818
867
$265K 0.01%
19,651
-14,553
868
$265K 0.01%
17,470
+2,016
869
$265K 0.01%
10,754
-5,980
870
$265K 0.01%
2,495
+606
871
$264K 0.01%
9,568
+1,950
872
$262K 0.01%
19,835
+710
873
$260K 0.01%
11,058
-13,522
874
$260K 0.01%
5,251
-17
875
$259K 0.01%
3,330
+19
33 34
35
36 37