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
1476
$84K ﹤0.01%
10,079
+6,679
1477
$83K ﹤0.01%
5,835
+5,368
1478
$83K ﹤0.01%
981
+10
1479
$83K ﹤0.01%
1,358
+586
1480
$83K ﹤0.01%
8,168
1481
$83K ﹤0.01%
3,242
-890
1482
$83K ﹤0.01%
20,548
1483
$83K ﹤0.01%
1,892
+400
1484
$83K ﹤0.01%
3,240
-6
1485
$83K ﹤0.01%
3,098
-185
1486
$83K ﹤0.01%
4,456
-792
1487
$82K ﹤0.01%
1,879
+39
1488
$82K ﹤0.01%
3,404
-40
1489
$82K ﹤0.01%
4,360
1490
$82K ﹤0.01%
5,483
-334
1491
$82K ﹤0.01%
2,718
+822
1492
$82K ﹤0.01%
1,346
-460
1493
$82K ﹤0.01%
5,228
1494
$82K ﹤0.01%
2,287
-60
1495
$82K ﹤0.01%
1,400
1496
$81K ﹤0.01%
5,208
1497
$81K ﹤0.01%
3,307
+1,342
1498
$81K ﹤0.01%
2,583
-62
1499
$81K ﹤0.01%
491
+78
1500
$81K ﹤0.01%
+3,000
58 59
60
61 62