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
1601
$68K ﹤0.01%
3,365
1602
$68K ﹤0.01%
645
-185
1603
$68K ﹤0.01%
1,315
+66
1604
$68K ﹤0.01%
1,891
+1,745
1605
$68K ﹤0.01%
1,114
-130
1606
$68K ﹤0.01%
4,958
+1,508
1607
$68K ﹤0.01%
5,744
1608
$68K ﹤0.01%
2,156
+96
1609
$68K ﹤0.01%
2,694
-88
1610
$68K ﹤0.01%
1,630
-474
1611
$68K ﹤0.01%
1,125
-75
1612
$67K ﹤0.01%
15,417
-6,135
1613
$67K ﹤0.01%
26
+3
1614
$67K ﹤0.01%
6,768
-798
1615
$67K ﹤0.01%
1,707
+79
1616
$67K ﹤0.01%
2,100
1617
$67K ﹤0.01%
1,111
+438
1618
$67K ﹤0.01%
849
-700
1619
$67K ﹤0.01%
714
+60
1620
$67K ﹤0.01%
5,418
+43
1621
$67K ﹤0.01%
3,625
1622
$66K ﹤0.01%
1,392
+1
1623
$66K ﹤0.01%
679
-2
1624
$66K ﹤0.01%
769
+90
1625
$66K ﹤0.01%
1,443
-130
63 64
65
66 67