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
1151
$146K 0.01%
1,191
-58
1152
$145K 0.01%
1,289
-182
1153
$145K 0.01%
360
+32
1154
$145K 0.01%
6,976
+762
1155
$145K 0.01%
745
1156
$144K 0.01%
22,528
+1,894
1157
$144K 0.01%
11,862
+3,595
1158
$144K 0.01%
250
1159
$144K 0.01%
6,347
-393
1160
$143K 0.01%
4,067
-100
1161
$143K 0.01%
5,193
+4
1162
$142K 0.01%
798
-208
1163
$142K 0.01%
1,329
+478
1164
$142K 0.01%
2,664
+1,639
1165
$142K 0.01%
+5,092
1166
$142K 0.01%
769
+4
1167
$142K 0.01%
4,083
-100
1168
$141K 0.01%
9,751
-2,222
1169
$141K 0.01%
3,720
-210
1170
$140K 0.01%
5,456
+400
1171
$140K 0.01%
2,546
+2,263
1172
$139K 0.01%
6,383
+46
1173
$139K 0.01%
3,323
+722
1174
$139K 0.01%
1,261
-60
1175
$139K 0.01%
2,458
45 46
47
48 49