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
1576
$72K ﹤0.01%
4,604
1577
$72K ﹤0.01%
975
+73
1578
$72K ﹤0.01%
2,807
+319
1579
$72K ﹤0.01%
3,226
1580
$72K ﹤0.01%
593
+19
1581
$71K ﹤0.01%
926
+7
1582
$71K ﹤0.01%
488
+3
1583
$71K ﹤0.01%
876
-525
1584
$71K ﹤0.01%
3,204
-29,572
1585
$71K ﹤0.01%
1,319
-145
1586
$71K ﹤0.01%
3,142
+68
1587
$71K ﹤0.01%
+2,600
1588
$71K ﹤0.01%
1,625
1589
$70K ﹤0.01%
1,071
-46
1590
$70K ﹤0.01%
1,283
-62
1591
$70K ﹤0.01%
1,403
+129
1592
$70K ﹤0.01%
1,105
1593
$70K ﹤0.01%
3,918
-155
1594
$69K ﹤0.01%
2,800
-200
1595
$69K ﹤0.01%
2,004
-886
1596
$69K ﹤0.01%
10,012
+40
1597
$69K ﹤0.01%
1,720
+29
1598
$69K ﹤0.01%
3,419
+5
1599
$69K ﹤0.01%
2,365
+103
1600
$69K ﹤0.01%
809
-31
62 63
64
65 66