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
1176
$139K 0.01%
15,067
-299
1177
$138K 0.01%
7,561
-97
1178
$138K 0.01%
5,479
+756
1179
$138K 0.01%
3,690
1180
$138K 0.01%
2,548
-400
1181
$137K 0.01%
2,705
+76
1182
$137K 0.01%
1,130
-46
1183
$137K 0.01%
2,846
+2,114
1184
$137K 0.01%
6,015
-4,869
1185
$137K 0.01%
3,226
-1,065
1186
$137K 0.01%
3,508
-18
1187
$136K 0.01%
8,506
-2,392
1188
$136K 0.01%
2,983
-882
1189
$136K 0.01%
8,934
+2,220
1190
$136K 0.01%
1,996
+645
1191
$135K 0.01%
1,991
-3
1192
$135K 0.01%
7,258
1193
$134K 0.01%
4,023
-40
1194
$134K 0.01%
10,969
+1,609
1195
$134K 0.01%
6,112
+1,900
1196
$134K 0.01%
3,111
-600
1197
$134K 0.01%
3,444
+265
1198
$134K 0.01%
3,372
-1,470
1199
$134K 0.01%
2,563
+74
1200
$134K 0.01%
8,046
46 47
48
49 50