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
1701
$59K ﹤0.01%
1,423
-90
1702
$58K ﹤0.01%
2,355
1703
$58K ﹤0.01%
+2,380
1704
$58K ﹤0.01%
2,437
-273
1705
$58K ﹤0.01%
1,522
+1,137
1706
$58K ﹤0.01%
2,318
1707
$58K ﹤0.01%
2,000
-4
1708
$58K ﹤0.01%
663
-9
1709
$58K ﹤0.01%
889
-400
1710
$58K ﹤0.01%
7,550
+3,800
1711
$58K ﹤0.01%
476
+68
1712
$58K ﹤0.01%
1,898
-156
1713
$57K ﹤0.01%
1,735
-1,271
1714
$57K ﹤0.01%
961
-60
1715
$57K ﹤0.01%
720
+55
1716
$57K ﹤0.01%
5,472
-2,320
1717
$57K ﹤0.01%
519
1718
$57K ﹤0.01%
859
-8,323
1719
$57K ﹤0.01%
11,393
+8,357
1720
$57K ﹤0.01%
519
+8
1721
$57K ﹤0.01%
3,602
1722
$57K ﹤0.01%
1,840
+1,135
1723
$57K ﹤0.01%
+1,516
1724
$57K ﹤0.01%
2,410
-50
1725
$57K ﹤0.01%
2,102
+161
67 68
69
70 71