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
1051
$179K 0.01%
2,626
-179
1052
$179K 0.01%
2,239
+47
1053
$178K 0.01%
3,020
-64
1054
$178K 0.01%
19,855
+559
1055
$176K 0.01%
3,290
+18
1056
$175K 0.01%
9,331
+3,106
1057
$175K 0.01%
41,520
-1,100
1058
$175K 0.01%
3,104
+2,904
1059
$175K 0.01%
45,730
-130
1060
$174K 0.01%
15,903
-1,790
1061
$174K 0.01%
1,216
+18
1062
$174K 0.01%
5,701
-5,273
1063
$173K 0.01%
7,578
1064
$173K 0.01%
1,499
-2,055
1065
$173K 0.01%
6,050
1066
$173K 0.01%
3,712
+762
1067
$173K 0.01%
5,592
+1,646
1068
$173K 0.01%
8,942
+198
1069
$172K 0.01%
3,492
+1,014
1070
$172K 0.01%
4,258
-470
1071
$172K 0.01%
9,160
+8,300
1072
$172K 0.01%
11,679
+1,906
1073
$172K 0.01%
7,597
-2,084
1074
$171K 0.01%
3,384
1075
$171K 0.01%
12,166
41 42
43
44 45