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
1751
$55K ﹤0.01%
2,650
+1,400
1752
$55K ﹤0.01%
2,302
-762
1753
$55K ﹤0.01%
1,282
-64
1754
$54K ﹤0.01%
2,087
+450
1755
$54K ﹤0.01%
2,396
-89
1756
$54K ﹤0.01%
1,000
1757
$54K ﹤0.01%
680
-11
1758
$54K ﹤0.01%
732
+632
1759
$54K ﹤0.01%
4,000
-443
1760
$53K ﹤0.01%
9,672
-63,376
1761
$53K ﹤0.01%
3,957
+766
1762
$53K ﹤0.01%
1,563
-82
1763
$53K ﹤0.01%
3,653
-723
1764
$53K ﹤0.01%
3,797
1765
$53K ﹤0.01%
396
+65
1766
$53K ﹤0.01%
727
+54
1767
$53K ﹤0.01%
2,185
+355
1768
$53K ﹤0.01%
1,341
-1,366
1769
$52K ﹤0.01%
4,503
-500
1770
$52K ﹤0.01%
10,215
1771
$52K ﹤0.01%
3,632
-4,188
1772
$52K ﹤0.01%
4,143
1773
$52K ﹤0.01%
4,388
-30,398
1774
$52K ﹤0.01%
5,023
+298
1775
$52K ﹤0.01%
1,779
-435
69 70
71
72 73