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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.23M 0.17%
24,957
+560
127
$3.21M 0.17%
33,324
-4,422
128
$3.18M 0.17%
297,119
+75,537
129
$3.18M 0.17%
67,337
-2,218
130
$3.14M 0.16%
50,680
+57
131
$3.13M 0.16%
71,401
+41
132
$3.09M 0.16%
79,440
-2,480
133
$3.08M 0.16%
27,517
-2,550
134
$3.06M 0.16%
27,666
+489
135
$3.03M 0.16%
1,849
+611
136
$3M 0.16%
24,540
+1,127
137
$2.95M 0.15%
63,728
+4,262
138
$2.94M 0.15%
39,608
-1,087
139
$2.94M 0.15%
92,966
+87,781
140
$2.94M 0.15%
69,496
-1,345
141
$2.93M 0.15%
73,062
+20,746
142
$2.93M 0.15%
88,258
+1,034
143
$2.91M 0.15%
54,757
+13,091
144
$2.91M 0.15%
+76,962
145
$2.91M 0.15%
79,440
-1,937
146
$2.89M 0.15%
21,925
+1,065
147
$2.87M 0.15%
35,312
-516
148
$2.86M 0.15%
24,396
-3,846
149
$2.85M 0.15%
17,108
+3,022
150
$2.85M 0.15%
25,610
-676
4 5
6
7 8