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
1451
$87K ﹤0.01%
6,348
-335
1452
$87K ﹤0.01%
2,500
-250
1453
$87K ﹤0.01%
749
+7
1454
$87K ﹤0.01%
15,033
+475
1455
$87K ﹤0.01%
1,656
-963
1456
$87K ﹤0.01%
+9,820
1457
$87K ﹤0.01%
1,583
-651
1458
$86K ﹤0.01%
1,645
+1,025
1459
$86K ﹤0.01%
13,040
-3,303
1460
$85K ﹤0.01%
5,370
+2,500
1461
$85K ﹤0.01%
2,048
+373
1462
$84K ﹤0.01%
8,484
1463
$84K ﹤0.01%
2,664
-46
1464
$84K ﹤0.01%
2,164
+1,968
1465
$84K ﹤0.01%
914
+13
1466
$84K ﹤0.01%
761
+28
1467
$84K ﹤0.01%
2,381
-159
1468
$84K ﹤0.01%
2,970
+138
1469
$84K ﹤0.01%
1,426
-108
1470
$84K ﹤0.01%
1,037
+1
1471
$84K ﹤0.01%
7,970
-6,016
1472
$84K ﹤0.01%
1,078
-173
1473
$84K ﹤0.01%
6,192
+23
1474
$84K ﹤0.01%
3,574
-1,065
1475
$84K ﹤0.01%
1,611
+1,054
57 58
59
60 61