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
1301
$111K 0.01%
4,842
+177
1302
$111K 0.01%
2,375
+176
1303
$110K 0.01%
9,111
-1,966
1304
$110K 0.01%
2,378
+359
1305
$110K 0.01%
935
+125
1306
$110K 0.01%
2,929
+798
1307
$109K 0.01%
3,494
+839
1308
$109K 0.01%
9,249
-811
1309
$109K 0.01%
2,722
-152
1310
$108K 0.01%
4,663
+408
1311
$108K 0.01%
4,330
+5
1312
$108K 0.01%
9,800
-379
1313
$108K 0.01%
3,966
-260
1314
$108K 0.01%
1,893
1315
$107K 0.01%
1,341
1316
$107K 0.01%
9,532
+6
1317
$107K 0.01%
3,079
-62
1318
$107K 0.01%
3,851
-480
1319
$107K 0.01%
6,379
+146
1320
$106K 0.01%
6,516
-124
1321
$106K 0.01%
6,198
1322
$106K 0.01%
5,277
-320
1323
$106K 0.01%
15,561
+15,141
1324
$105K 0.01%
8,485
1325
$105K 0.01%
1,625
-121
51 52
53
54 55