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
1326
$105K 0.01%
8,960
+4,460
1327
$105K 0.01%
6,352
-6,110
1328
$105K 0.01%
7,111
-325
1329
$105K 0.01%
2,646
+2,232
1330
$105K 0.01%
2,769
-795
1331
$104K 0.01%
1,810
+95
1332
$104K 0.01%
17,935
-1,669
1333
$104K 0.01%
13,840
+1,721
1334
$104K 0.01%
3,435
+378
1335
$104K 0.01%
1,060
-183
1336
$103K 0.01%
3,680
+1
1337
$103K 0.01%
2,686
+150
1338
$103K 0.01%
1,319
+374
1339
$103K 0.01%
21,500
1340
$103K 0.01%
5,958
-541
1341
$103K 0.01%
6,709
-1,700
1342
$102K 0.01%
2,861
+74
1343
$102K 0.01%
7,227
1344
$102K 0.01%
6,000
+5,800
1345
$102K 0.01%
455
-22
1346
$101K 0.01%
1,561
+447
1347
$101K 0.01%
1,412
+75
1348
$101K 0.01%
5,718
+7
1349
$101K 0.01%
820
-630
1350
$101K 0.01%
3,252
+13
52 53
54
55 56