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
1126
$156K 0.01%
2,035
-228
1127
$156K 0.01%
7,273
-7,055
1128
$155K 0.01%
6,340
1129
$155K 0.01%
6,237
+3,265
1130
$154K 0.01%
2,877
-804
1131
$154K 0.01%
2,674
-328
1132
$154K 0.01%
2,206
-2,760
1133
$151K 0.01%
+3,656
1134
$151K 0.01%
4,014
-1,299
1135
$151K 0.01%
4,560
-125
1136
$150K 0.01%
10,500
+10,350
1137
$150K 0.01%
1,911
1138
$150K 0.01%
1,000
1139
$150K 0.01%
3,200
-935
1140
$149K 0.01%
14,110
+2,087
1141
$149K 0.01%
11,165
+7,450
1142
$149K 0.01%
2,818
-3,804
1143
$148K 0.01%
5,852
+57
1144
$148K 0.01%
10,500
1145
$148K 0.01%
30,679
-5,500
1146
$147K 0.01%
8,989
-116
1147
$147K 0.01%
1,467
+1,307
1148
$147K 0.01%
1,903
-561
1149
$147K 0.01%
8,872
+493
1150
$146K 0.01%
3,837
+2,513
44 45
46
47 48