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
1501
$81K ﹤0.01%
3,828
+322
1502
$81K ﹤0.01%
8,460
1503
$80K ﹤0.01%
1,776
+1,592
1504
$80K ﹤0.01%
2,345
1505
$80K ﹤0.01%
1,000
+941
1506
$80K ﹤0.01%
3,734
-386
1507
$80K ﹤0.01%
+2,136
1508
$80K ﹤0.01%
6,126
-1,000
1509
$80K ﹤0.01%
1,020
+577
1510
$80K ﹤0.01%
5,225
-1,296
1511
$80K ﹤0.01%
2,678
+27
1512
$79K ﹤0.01%
2,753
+141
1513
$79K ﹤0.01%
4,296
-3,582
1514
$79K ﹤0.01%
2,597
-22
1515
$79K ﹤0.01%
727
+1
1516
$79K ﹤0.01%
3,217
1517
$79K ﹤0.01%
1,704
-93
1518
$78K ﹤0.01%
1,183
+57
1519
$78K ﹤0.01%
34,340
-500
1520
$78K ﹤0.01%
2,844
-264
1521
$78K ﹤0.01%
1,488
+944
1522
$78K ﹤0.01%
956
-67
1523
$78K ﹤0.01%
1,239
+40
1524
$77K ﹤0.01%
3,189
-30
1525
$77K ﹤0.01%
1,496
-53
59 60
61
62 63