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
1201
$133K 0.01%
2,235
+1,099
1202
$133K 0.01%
1,071
-7
1203
$133K 0.01%
30
1204
$133K 0.01%
1,182
-21
1205
$133K 0.01%
7,770
-373
1206
$132K 0.01%
2,528
-135
1207
$132K 0.01%
3,000
+194
1208
$132K 0.01%
2,507
-16
1209
$132K 0.01%
5,264
-259
1210
$132K 0.01%
5,157
+32
1211
$131K 0.01%
7,008
-260
1212
$131K 0.01%
29,055
-100
1213
$131K 0.01%
4,932
-3,270
1214
$131K 0.01%
24,688
-24,627
1215
$130K 0.01%
3,786
-214
1216
$130K 0.01%
24,000
1217
$130K 0.01%
2,362
-80
1218
$130K 0.01%
40,317
1219
$129K 0.01%
2,825
+91
1220
$129K 0.01%
3,538
+208
1221
$129K 0.01%
1,676
-5
1222
$129K 0.01%
5,046
+162
1223
$129K 0.01%
49,000
1224
$128K 0.01%
4,607
+4
1225
$128K 0.01%
3,897
+2,422
47 48
49
50 51