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
1251
$123K 0.01%
10,360
+5,468
1252
$123K 0.01%
+1,938
1253
$123K 0.01%
7,264
-333
1254
$122K 0.01%
2,203
-85
1255
$122K 0.01%
4,140
-212
1256
$122K 0.01%
5,890
+354
1257
$122K 0.01%
3,869
-55
1258
$122K 0.01%
18,601
-1,353
1259
$122K 0.01%
639
-244
1260
$121K 0.01%
1,670
-11
1261
$121K 0.01%
16,340
+610
1262
$121K 0.01%
1,517
-156
1263
$121K 0.01%
4,763
+473
1264
$120K 0.01%
3,708
1265
$120K 0.01%
3,039
-381
1266
$120K 0.01%
4,068
+2,643
1267
$120K 0.01%
2,302
+1,256
1268
$120K 0.01%
8,103
+379
1269
$120K 0.01%
1,820
+124
1270
$120K 0.01%
6,057
+3
1271
$120K 0.01%
8,217
-1,000
1272
$119K 0.01%
2,439
+257
1273
$119K 0.01%
2,362
+408
1274
$119K 0.01%
4,004
-1,044
1275
$119K 0.01%
8,738
+244
49 50
51
52 53