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
1376
$97K 0.01%
5,146
+236
1377
$97K 0.01%
1,931
+52
1378
$97K 0.01%
6,285
1379
$96K 0.01%
7,049
+18
1380
$96K 0.01%
1,433
-916
1381
$96K 0.01%
1,080
+195
1382
$96K 0.01%
780
-96
1383
$96K 0.01%
1,283
-77
1384
$96K 0.01%
813
+735
1385
$96K 0.01%
8,199
-412
1386
$96K 0.01%
920
+457
1387
$96K 0.01%
3,698
+522
1388
$96K 0.01%
4,777
1389
$96K 0.01%
3,707
+525
1390
$95K ﹤0.01%
3,150
-258
1391
$95K ﹤0.01%
11,134
+1,061
1392
$95K ﹤0.01%
500
+30
1393
$95K ﹤0.01%
988
-50
1394
$95K ﹤0.01%
5,670
+2,150
1395
$95K ﹤0.01%
19,511
1396
$95K ﹤0.01%
2,474
-230
1397
$95K ﹤0.01%
5,605
-172
1398
$94K ﹤0.01%
4,337
+1,907
1399
$94K ﹤0.01%
2,481
-1,422
1400
$94K ﹤0.01%
6,839
54 55
56
57 58