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
901
$243K 0.01%
4,289
+1,085
902
$243K 0.01%
1,870
903
$243K 0.01%
+28,615
904
$242K 0.01%
17,166
+81
905
$241K 0.01%
6,104
+49
906
$241K 0.01%
9,546
+259
907
$241K 0.01%
4,867
+2
908
$239K 0.01%
16,514
+5,670
909
$239K 0.01%
7,852
-94
910
$239K 0.01%
4,544
-584
911
$239K 0.01%
1,554
+49
912
$239K 0.01%
5,611
-10,531
913
$238K 0.01%
5,934
+52
914
$238K 0.01%
9,705
+2,345
915
$238K 0.01%
1,564
-51
916
$238K 0.01%
10,180
-1,786
917
$237K 0.01%
24,466
+744
918
$237K 0.01%
553
-123
919
$236K 0.01%
9,926
-346
920
$236K 0.01%
6,480
921
$236K 0.01%
29,663
922
$235K 0.01%
2,983
+244
923
$235K 0.01%
1,558
+343
924
$234K 0.01%
20,977
+33
925
$234K 0.01%
2,081
+321
35 36
37
38 39