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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.84M 0.15%
56,555
+10,005
152
$2.84M 0.15%
20,261
+420
153
$2.8M 0.15%
26,498
+2,395
154
$2.78M 0.14%
96,477
+25,041
155
$2.77M 0.14%
43,313
+1,762
156
$2.74M 0.14%
54,982
+12,354
157
$2.72M 0.14%
40,946
-630
158
$2.72M 0.14%
33,714
+20,775
159
$2.69M 0.14%
32,958
+688
160
$2.67M 0.14%
33,149
+3,406
161
$2.63M 0.14%
68,202
-547
162
$2.63M 0.14%
31,216
-253
163
$2.59M 0.13%
111,666
+26,438
164
$2.59M 0.13%
58,961
+272
165
$2.59M 0.13%
98,023
+3,596
166
$2.56M 0.13%
30,684
+2,939
167
$2.55M 0.13%
65,462
+5,734
168
$2.52M 0.13%
150,311
+3,557
169
$2.51M 0.13%
30,394
+1,687
170
$2.5M 0.13%
265,236
+302
171
$2.5M 0.13%
115,186
+19,991
172
$2.46M 0.13%
58,461
-6,095
173
$2.45M 0.13%
89,393
+20,342
174
$2.44M 0.13%
10,597
-346
175
$2.43M 0.13%
246,630
-8,520
5 6
7
8 9