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
1276
$119K 0.01%
4,360
-330
1277
$118K 0.01%
4,018
+47
1278
$118K 0.01%
2,525
+292
1279
$118K 0.01%
+2,000
1280
$117K 0.01%
2,354
+800
1281
$116K 0.01%
6,000
+400
1282
$116K 0.01%
10,879
-7,149
1283
$116K 0.01%
1,143
-660
1284
$116K 0.01%
1,662
+1,356
1285
$115K 0.01%
3,034
+745
1286
$115K 0.01%
5,096
1287
$115K 0.01%
2,958
+709
1288
$115K 0.01%
2,674
+233
1289
$114K 0.01%
2,104
-70
1290
$114K 0.01%
8,806
+300
1291
$114K 0.01%
1,467
-1,954
1292
$114K 0.01%
741
-203
1293
$114K 0.01%
+4,000
1294
$113K 0.01%
4,006
+41
1295
$112K 0.01%
2,866
+12
1296
$112K 0.01%
2,848
+999
1297
$112K 0.01%
4,219
-102
1298
$112K 0.01%
2,706
-301
1299
$111K 0.01%
3,464
+141
1300
$111K 0.01%
5,291
+118
50 51
52
53 54