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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.23M 0.27%
130,080
-4,460
77
$5.23M 0.27%
220,092
-54,381
78
$5.19M 0.27%
113,841
+19,616
79
$4.99M 0.26%
150,818
+6,044
80
$4.88M 0.25%
39,318
+4,013
81
$4.88M 0.25%
128,855
-23,648
82
$4.88M 0.25%
81,909
-8,367
83
$4.67M 0.24%
111,600
-1,080
84
$4.66M 0.24%
105,132
-14,331
85
$4.62M 0.24%
65,442
+625
86
$4.6M 0.24%
36,124
+1,424
87
$4.54M 0.24%
148,624
+656
88
$4.52M 0.23%
66,794
+9,741
89
$4.51M 0.23%
69,492
-10,895
90
$4.5M 0.23%
187,053
-2,388
91
$4.32M 0.22%
29,304
+1,960
92
$4.3M 0.22%
49,004
+37,191
93
$4.28M 0.22%
67,806
-6,109
94
$4.26M 0.22%
173,588
+1,454
95
$4.19M 0.22%
111,364
+4,225
96
$4.18M 0.22%
33,164
-2,011
97
$4.13M 0.21%
76,576
-6,534
98
$3.99M 0.21%
20,102
+2,855
99
$3.98M 0.21%
36,358
+462
100
$3.96M 0.21%
149,640
+27,754
2 3
4
5 6