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
1626
$66K ﹤0.01%
1,317
-1,465
1627
$66K ﹤0.01%
2,458
+91
1628
$66K ﹤0.01%
807
-20
1629
$66K ﹤0.01%
1,320
1630
$66K ﹤0.01%
1,224
-157
1631
$65K ﹤0.01%
779
+21
1632
$65K ﹤0.01%
3,818
-450
1633
$65K ﹤0.01%
1,900
+81
1634
$65K ﹤0.01%
4,000
+100
1635
$65K ﹤0.01%
1,489
-211
1636
$65K ﹤0.01%
2,330
-933
1637
$65K ﹤0.01%
642
1638
$65K ﹤0.01%
2,165
+251
1639
$65K ﹤0.01%
3,120
-6,010
1640
$65K ﹤0.01%
1,418
+88
1641
$65K ﹤0.01%
1,618
+1,285
1642
$65K ﹤0.01%
4,490
+410
1643
$65K ﹤0.01%
1,400
-5
1644
$65K ﹤0.01%
1,413
+74
1645
$65K ﹤0.01%
+1,450
1646
$65K ﹤0.01%
2,508
-199
1647
$64K ﹤0.01%
1,217
+254
1648
$64K ﹤0.01%
1,697
-418
1649
$64K ﹤0.01%
12,649
-15,101
1650
$64K ﹤0.01%
6,265
64 65
66
67 68