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
1551
$74K ﹤0.01%
3,463
+178
1552
$74K ﹤0.01%
1,774
-278
1553
$74K ﹤0.01%
89
-3
1554
$74K ﹤0.01%
1,692
+34
1555
$74K ﹤0.01%
848
1556
$74K ﹤0.01%
+12,929
1557
$74K ﹤0.01%
499
+209
1558
$74K ﹤0.01%
5,872
1559
$73K ﹤0.01%
1,884
+18
1560
$73K ﹤0.01%
2,048
+261
1561
$73K ﹤0.01%
4,506
-3,382
1562
$73K ﹤0.01%
1,183
-7
1563
$73K ﹤0.01%
218
-30
1564
$73K ﹤0.01%
1,053
+10
1565
$73K ﹤0.01%
1,804
1566
$73K ﹤0.01%
1,333
+1,306
1567
$73K ﹤0.01%
115
+4
1568
$73K ﹤0.01%
2,936
+156
1569
$73K ﹤0.01%
3,061
+2,926
1570
$72K ﹤0.01%
2,954
+1,555
1571
$72K ﹤0.01%
2,063
-29
1572
$72K ﹤0.01%
249
1573
$72K ﹤0.01%
2,108
-3,188
1574
$72K ﹤0.01%
2,742
1575
$72K ﹤0.01%
3,162
+29
61 62
63
64 65