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
1651
$64K ﹤0.01%
1,232
1652
$64K ﹤0.01%
412
+245
1653
$64K ﹤0.01%
+2,231
1654
$64K ﹤0.01%
1,413
+8
1655
$64K ﹤0.01%
3,997
+17
1656
$64K ﹤0.01%
2,116
-73
1657
$63K ﹤0.01%
3,555
+87
1658
$63K ﹤0.01%
3,635
-273
1659
$63K ﹤0.01%
5,147
+32
1660
$63K ﹤0.01%
2,298
+142
1661
$63K ﹤0.01%
4,594
-324
1662
$63K ﹤0.01%
1,420
-164
1663
$63K ﹤0.01%
857
+792
1664
$63K ﹤0.01%
26,942
-304
1665
$63K ﹤0.01%
2,305
+89
1666
$62K ﹤0.01%
11,616
+4,656
1667
$62K ﹤0.01%
3,890
1668
$62K ﹤0.01%
239
1669
$62K ﹤0.01%
2,997
+939
1670
$62K ﹤0.01%
3,820
+500
1671
$62K ﹤0.01%
1,256
1672
$62K ﹤0.01%
1,074
+48
1673
$62K ﹤0.01%
2,437
+1,500
1674
$62K ﹤0.01%
5,900
+970
1675
$62K ﹤0.01%
3,499
-238
65 66
67
68 69