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
1001
$202K 0.01%
6,708
-3,991
1002
$201K 0.01%
24,581
-8,097
1003
$201K 0.01%
14,600
+350
1004
$201K 0.01%
2,104
-385
1005
$201K 0.01%
8,850
1006
$201K 0.01%
20,000
1007
$198K 0.01%
10,050
1008
$198K 0.01%
5,136
-896
1009
$198K 0.01%
18,539
+6,260
1010
$198K 0.01%
6,922
-2,138
1011
$198K 0.01%
1,453
+258
1012
$197K 0.01%
6,654
-500
1013
$197K 0.01%
19,641
+5,353
1014
$196K 0.01%
14,708
+6,486
1015
$195K 0.01%
24,490
+4,000
1016
$194K 0.01%
3,397
+230
1017
$194K 0.01%
21,462
1018
$193K 0.01%
20,068
1019
$193K 0.01%
2,496
+17
1020
$193K 0.01%
10,139
+1,541
1021
$193K 0.01%
6,983
1022
$193K 0.01%
3,295
-1
1023
$190K 0.01%
6,463
-69
1024
$189K 0.01%
2,501
+118
1025
$189K 0.01%
11,775
+100
39 40
41
42 43