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
1401
$94K ﹤0.01%
570
1402
$94K ﹤0.01%
5,767
1403
$94K ﹤0.01%
7,819
+174
1404
$93K ﹤0.01%
908
+647
1405
$93K ﹤0.01%
1,213
+8
1406
$93K ﹤0.01%
1,777
-213
1407
$93K ﹤0.01%
3,750
+2,550
1408
$93K ﹤0.01%
6,057
1409
$93K ﹤0.01%
4,975
-3,736
1410
$93K ﹤0.01%
102,356
-35,295
1411
$92K ﹤0.01%
5,298
-484
1412
$92K ﹤0.01%
3,172
+2,869
1413
$92K ﹤0.01%
3,350
-4,200
1414
$92K ﹤0.01%
7,280
-3,150
1415
$91K ﹤0.01%
1,937
+31
1416
$91K ﹤0.01%
+6,809
1417
$91K ﹤0.01%
1,672
+24
1418
$91K ﹤0.01%
1,335
-2,028
1419
$91K ﹤0.01%
6,646
1420
$91K ﹤0.01%
1,680
-4,654
1421
$90K ﹤0.01%
1,691
1422
$90K ﹤0.01%
15,724
+7,842
1423
$90K ﹤0.01%
1,327
-8
1424
$90K ﹤0.01%
1,220
-16
1425
$90K ﹤0.01%
4,966
-377
55 56
57
58 59