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
1676
$62K ﹤0.01%
1,292
-116
1677
$61K ﹤0.01%
188
+32
1678
$61K ﹤0.01%
1,732
+1
1679
$61K ﹤0.01%
1,812
-370
1680
$61K ﹤0.01%
2,563
1681
$61K ﹤0.01%
4,856
+62
1682
$60K ﹤0.01%
1,267
-406
1683
$60K ﹤0.01%
7,874
-1,348
1684
$60K ﹤0.01%
1,624
+122
1685
$60K ﹤0.01%
1,235
+3
1686
$60K ﹤0.01%
1,691
-1,292
1687
$60K ﹤0.01%
2,500
+45
1688
$60K ﹤0.01%
800
+58
1689
$60K ﹤0.01%
426
-41
1690
$60K ﹤0.01%
1,198
-62
1691
$60K ﹤0.01%
2,692
1692
$59K ﹤0.01%
1,180
+1
1693
$59K ﹤0.01%
1,254
1694
$59K ﹤0.01%
646
+44
1695
$59K ﹤0.01%
1,810
1696
$59K ﹤0.01%
36
+3
1697
$59K ﹤0.01%
978
-14
1698
$59K ﹤0.01%
939
1699
$59K ﹤0.01%
2,373
-40
1700
$59K ﹤0.01%
996
-6
66 67
68
69 70