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
951
$220K 0.01%
3,586
-1,378
952
$220K 0.01%
3,875
-626
953
$219K 0.01%
1,094
-466
954
$219K 0.01%
9,010
+1,627
955
$218K 0.01%
14,458
+800
956
$218K 0.01%
2,769
+125
957
$218K 0.01%
4,319
+1,012
958
$218K 0.01%
7,777
+786
959
$217K 0.01%
8,734
-3,148
960
$217K 0.01%
5,240
-978
961
$216K 0.01%
31,136
+9,592
962
$216K 0.01%
8,300
+50
963
$216K 0.01%
6,382
-1,711
964
$215K 0.01%
2,645
-17
965
$215K 0.01%
3,756
+8
966
$215K 0.01%
36,931
-6,042
967
$215K 0.01%
9,675
+912
968
$215K 0.01%
6,944
-1,272
969
$214K 0.01%
10,921
+1,515
970
$214K 0.01%
9,516
+276
971
$214K 0.01%
13,954
+5,144
972
$213K 0.01%
14,992
-88
973
$213K 0.01%
7,808
+170
974
$213K 0.01%
18,343
975
$212K 0.01%
7,948
-3,672
37 38
39
40 41