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
1351
$101K 0.01%
2,075
+2
1352
$101K 0.01%
3,960
-305
1353
$100K 0.01%
2,611
+231
1354
$100K 0.01%
7,274
+23
1355
$100K 0.01%
4,885
-354
1356
$100K 0.01%
10,400
1357
$100K 0.01%
+1,863
1358
$100K 0.01%
8,026
1359
$100K 0.01%
10,841
-4,452
1360
$99K 0.01%
2,578
-126
1361
$99K 0.01%
16,740
-2,000
1362
$99K 0.01%
5,822
1363
$99K 0.01%
630
+66
1364
$99K 0.01%
2,485
-57
1365
$98K 0.01%
5,797
1366
$98K 0.01%
3,197
1367
$98K 0.01%
1,068
1368
$98K 0.01%
75
+50
1369
$98K 0.01%
4,305
-13
1370
$98K 0.01%
4,012
+816
1371
$98K 0.01%
1,405
+88
1372
$98K 0.01%
3,630
1373
$97K 0.01%
2,181
-43
1374
$97K 0.01%
543
-24
1375
$97K 0.01%
2,255
+5
53 54
55
56 57