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
1526
$77K ﹤0.01%
4,007
-13,830
1527
$77K ﹤0.01%
1,605
-120
1528
$77K ﹤0.01%
903
+390
1529
$77K ﹤0.01%
1,385
+43
1530
$77K ﹤0.01%
3,045
+2
1531
$77K ﹤0.01%
2,686
1532
$77K ﹤0.01%
4,905
+3,905
1533
$77K ﹤0.01%
1,476
+205
1534
$77K ﹤0.01%
3,950
+2,600
1535
$76K ﹤0.01%
2,243
+3
1536
$76K ﹤0.01%
5,460
+15
1537
$76K ﹤0.01%
1,816
+201
1538
$76K ﹤0.01%
11,914
+3,422
1539
$76K ﹤0.01%
4,852
+1,283
1540
$75K ﹤0.01%
1,070
+395
1541
$75K ﹤0.01%
2,444
1542
$75K ﹤0.01%
1,455
-87
1543
$75K ﹤0.01%
2,061
-293
1544
$75K ﹤0.01%
4,354
-397
1545
$75K ﹤0.01%
1,643
+225
1546
$75K ﹤0.01%
4,428
1547
$75K ﹤0.01%
4,164
+61
1548
$74K ﹤0.01%
1,908
+710
1549
$74K ﹤0.01%
+5,250
1550
$74K ﹤0.01%
2,215
+1,640
60 61
62
63 64