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
1076
$171K 0.01%
6,800
1077
$170K 0.01%
18,272
+6,572
1078
$170K 0.01%
6,405
-884
1079
$170K 0.01%
13,802
1080
$170K 0.01%
11,349
-2,485
1081
$169K 0.01%
2,140
-48
1082
$169K 0.01%
6,066
-207
1083
$169K 0.01%
7,665
-14,393
1084
$168K 0.01%
3,354
+971
1085
$168K 0.01%
4,608
-4
1086
$168K 0.01%
3,512
+421
1087
$167K 0.01%
6,720
+105
1088
$167K 0.01%
3,192
+641
1089
$167K 0.01%
1,295
+748
1090
$167K 0.01%
1,219
+28
1091
$166K 0.01%
461
+123
1092
$166K 0.01%
9,090
+1,576
1093
$166K 0.01%
2,600
1094
$165K 0.01%
1,925
+159
1095
$165K 0.01%
7,072
+3,536
1096
$165K 0.01%
14,848
+4
1097
$164K 0.01%
3,339
+2
1098
$164K 0.01%
6,519
+489
1099
$164K 0.01%
1,974
-42
1100
$163K 0.01%
22,668
+10
42 43
44
45 46