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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.93M 0.2%
44,303
-924
102
$3.89M 0.2%
25,525
+11,392
103
$3.86M 0.2%
143,062
+26,252
104
$3.84M 0.2%
56,022
+12,195
105
$3.82M 0.2%
164,992
+5,299
106
$3.78M 0.2%
43,349
+19,121
107
$3.77M 0.2%
312,155
-26,565
108
$3.75M 0.19%
32,168
+6,134
109
$3.75M 0.19%
33,995
+1,744
110
$3.66M 0.19%
169,820
+38,513
111
$3.63M 0.19%
93,785
+25,347
112
$3.59M 0.19%
70,652
+14,800
113
$3.58M 0.19%
34,296
+1,790
114
$3.57M 0.19%
83,470
-5,233
115
$3.55M 0.18%
75,363
+16,880
116
$3.55M 0.18%
39,639
-549
117
$3.53M 0.18%
244,994
+65,788
118
$3.49M 0.18%
136,792
+16,349
119
$3.49M 0.18%
52,085
-927
120
$3.49M 0.18%
22,855
-731
121
$3.44M 0.18%
189,226
+12,784
122
$3.43M 0.18%
65,196
+7,182
123
$3.39M 0.18%
78,004
-2,009
124
$3.38M 0.18%
33,228
-2,075
125
$3.28M 0.17%
29,111
-428
3 4
5
6 7