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
1726
$57K ﹤0.01%
+2,975
1727
$56K ﹤0.01%
1,929
-498
1728
$56K ﹤0.01%
1,330
-1,048
1729
$56K ﹤0.01%
2,528
1730
$56K ﹤0.01%
911
-225
1731
$56K ﹤0.01%
1,061
+32
1732
$56K ﹤0.01%
522
+370
1733
$56K ﹤0.01%
1,007
-7
1734
$56K ﹤0.01%
9,934
+1,201
1735
$56K ﹤0.01%
35,517
-4,550
1736
$56K ﹤0.01%
782
+251
1737
$56K ﹤0.01%
8,344
-424
1738
$55K ﹤0.01%
6,373
+11
1739
$55K ﹤0.01%
5,890
-1,071
1740
$55K ﹤0.01%
3,411
+155
1741
$55K ﹤0.01%
3,012
-736
1742
$55K ﹤0.01%
1,424
-1,695
1743
$55K ﹤0.01%
594
-32
1744
$55K ﹤0.01%
542
-100
1745
$55K ﹤0.01%
7,028
+484
1746
$55K ﹤0.01%
6,854
-360
1747
$55K ﹤0.01%
2,250
1748
$55K ﹤0.01%
2,141
+415
1749
$55K ﹤0.01%
896
-155
1750
$55K ﹤0.01%
3,813
+462
68 69
70
71 72