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
1226
$128K 0.01%
4,474
+4,313
1227
$128K 0.01%
5,642
+220
1228
$128K 0.01%
11,892
-641
1229
$128K 0.01%
7,500
+128
1230
$128K 0.01%
3,759
+2,017
1231
$127K 0.01%
1,693
1232
$127K 0.01%
3,802
+72
1233
$127K 0.01%
4,409
+97
1234
$127K 0.01%
2,071
-1,979
1235
$126K 0.01%
4,771
+3,621
1236
$126K 0.01%
3,011
+2,883
1237
$126K 0.01%
136
-14
1238
$126K 0.01%
5,592
-2,027
1239
$126K 0.01%
939
-5
1240
$125K 0.01%
4,960
+3,983
1241
$125K 0.01%
5,309
+77
1242
$125K 0.01%
2,080
-6
1243
$125K 0.01%
189,240
1244
$125K 0.01%
3,582
-12,598
1245
$124K 0.01%
1,325
+65
1246
$124K 0.01%
22,292
+3,500
1247
$124K 0.01%
10,800
1248
$124K 0.01%
4,406
-126
1249
$124K 0.01%
9,331
+8,954
1250
$124K 0.01%
4,174
+1,012
48 49
50
51 52