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
976
$211K 0.01%
5,087
-4,734
977
$211K 0.01%
1,375
+201
978
$211K 0.01%
5,125
979
$210K 0.01%
1,570
-16
980
$210K 0.01%
6,555
+1,111
981
$210K 0.01%
65,777
-73,235
982
$209K 0.01%
1,904
+91
983
$209K 0.01%
1,605
+42
984
$209K 0.01%
1,996
-521
985
$209K 0.01%
11,078
-918
986
$209K 0.01%
4,164
+645
987
$208K 0.01%
1,367
-247
988
$207K 0.01%
5,899
+218
989
$206K 0.01%
1,628
+76
990
$206K 0.01%
6,535
+4,186
991
$206K 0.01%
10,797
-238
992
$204K 0.01%
20,188
+130
993
$204K 0.01%
2,529
-135
994
$204K 0.01%
7,333
+546
995
$204K 0.01%
22,960
+8
996
$203K 0.01%
17,319
+684
997
$203K 0.01%
11,466
-3,871
998
$203K 0.01%
8,052
+46
999
$203K 0.01%
+20,000
1000
$202K 0.01%
2,469
-141
38 39
40
41 42