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
1026
$188K 0.01%
9,817
-3,255
1027
$187K 0.01%
2,754
+105
1028
$187K 0.01%
5,674
+128
1029
$186K 0.01%
2,401
-1,579
1030
$186K 0.01%
16,956
-451
1031
$185K 0.01%
3,029
1032
$185K 0.01%
3,624
+759
1033
$185K 0.01%
13,405
+350
1034
$185K 0.01%
4,297
-8
1035
$184K 0.01%
18,290
+1,805
1036
$184K 0.01%
14,773
-740
1037
$184K 0.01%
2,173
1038
$184K 0.01%
17,606
-1,550
1039
$184K 0.01%
15,123
-1,253
1040
$183K 0.01%
8,110
+905
1041
$183K 0.01%
3,140
1042
$182K 0.01%
5,976
+5,576
1043
$182K 0.01%
6,053
-12
1044
$182K 0.01%
4,780
-172
1045
$182K 0.01%
1,125
+292
1046
$182K 0.01%
3,915
+868
1047
$181K 0.01%
16,408
+143
1048
$181K 0.01%
9,110
-3,293
1049
$181K 0.01%
6,028
-2,571
1050
$180K 0.01%
8,245
+8,120
40 41
42
43 44