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
1426
$90K ﹤0.01%
3,254
-3,602
1427
$90K ﹤0.01%
4,772
+1,410
1428
$90K ﹤0.01%
21,080
+20,080
1429
$90K ﹤0.01%
1,384
-299
1430
$90K ﹤0.01%
4,017
+297
1431
$90K ﹤0.01%
1,663
+802
1432
$89K ﹤0.01%
6,900
-398
1433
$89K ﹤0.01%
1,029
+40
1434
$89K ﹤0.01%
3,130
-200
1435
$89K ﹤0.01%
3,350
-575
1436
$89K ﹤0.01%
1,526
+253
1437
$89K ﹤0.01%
896
+37
1438
$89K ﹤0.01%
805
+438
1439
$89K ﹤0.01%
+5,300
1440
$88K ﹤0.01%
12,685
+1,142
1441
$88K ﹤0.01%
515
+108
1442
$88K ﹤0.01%
2,997
-909
1443
$88K ﹤0.01%
3,396
-485
1444
$88K ﹤0.01%
1,049
-29
1445
$88K ﹤0.01%
605
-99
1446
$88K ﹤0.01%
1,400
1447
$88K ﹤0.01%
3,125
1448
$88K ﹤0.01%
1,580
+303
1449
$88K ﹤0.01%
4,380
-863
1450
$87K ﹤0.01%
3,371
+100
56 57
58
59 60