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
926
$233K 0.01%
5,279
-508
927
$232K 0.01%
3,626
+175
928
$232K 0.01%
1,666
+7
929
$232K 0.01%
41,500
-500
930
$232K 0.01%
6,099
+195
931
$231K 0.01%
7,611
-408
932
$231K 0.01%
2,988
-86
933
$231K 0.01%
10,354
+109
934
$231K 0.01%
18,269
-638
935
$230K 0.01%
21,036
+3,757
936
$230K 0.01%
15,797
937
$230K 0.01%
5,410
+88
938
$229K 0.01%
865
-64
939
$229K 0.01%
1,502
+674
940
$226K 0.01%
16,897
-2,444
941
$226K 0.01%
17,950
+10,117
942
$226K 0.01%
20,007
943
$226K 0.01%
2,980
-153
944
$225K 0.01%
6,113
-99
945
$225K 0.01%
12,035
-475
946
$225K 0.01%
6,196
+19
947
$221K 0.01%
3,468
+342
948
$221K 0.01%
10,954
-1,032
949
$220K 0.01%
2,987
+493
950
$220K 0.01%
4,427
-122
36 37
38
39 40