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
1101
$163K 0.01%
11,921
1102
$163K 0.01%
6,432
+105
1103
$163K 0.01%
4,077
+1,200
1104
$162K 0.01%
9,765
-3,140
1105
$162K 0.01%
886
-31
1106
$162K 0.01%
4,367
+533
1107
$162K 0.01%
19,856
1108
$161K 0.01%
17,372
-1,010
1109
$161K 0.01%
13,076
+12,795
1110
$160K 0.01%
27,278
-3,000
1111
$160K 0.01%
14,748
+51
1112
$160K 0.01%
2,101
+10
1113
$160K 0.01%
1,690
-1,928
1114
$159K 0.01%
8,239
-264
1115
$159K 0.01%
2,127
+872
1116
$158K 0.01%
9,900
-250
1117
$158K 0.01%
4,292
-80
1118
$158K 0.01%
14,400
+10,363
1119
$157K 0.01%
1,303
-18
1120
$157K 0.01%
3,942
-1,628
1121
$157K 0.01%
1,391
1122
$157K 0.01%
8,756
+1,044
1123
$157K 0.01%
6,507
+100
1124
$157K 0.01%
6,308
+160
1125
$156K 0.01%
2,340
43 44
45
46 47