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
876
$258K 0.01%
31,183
877
$258K 0.01%
+14,274
878
$257K 0.01%
439
+48
879
$256K 0.01%
5,346
+2,040
880
$256K 0.01%
204
-8
881
$255K 0.01%
3,800
-500
882
$254K 0.01%
5,941
+79
883
$253K 0.01%
5,080
+238
884
$253K 0.01%
9,031
-165
885
$252K 0.01%
13,156
+1,886
886
$251K 0.01%
7,258
+1,441
887
$250K 0.01%
10,220
-267
888
$250K 0.01%
15,346
-796
889
$249K 0.01%
29,344
-10,341
890
$249K 0.01%
7,132
-2,098
891
$248K 0.01%
3,142
+126
892
$248K 0.01%
3,922
+663
893
$248K 0.01%
3,252
+212
894
$247K 0.01%
2,510
-2,096
895
$247K 0.01%
17,344
+98
896
$246K 0.01%
8,065
+1,545
897
$245K 0.01%
12,744
+1,073
898
$244K 0.01%
8,187
-132
899
$244K 0.01%
10,520
-3,086
900
$244K 0.01%
8,607
+4,091
34 35
36
37 38