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
1776
$52K ﹤0.01%
1,821
1777
$52K ﹤0.01%
561
-27
1778
$52K ﹤0.01%
1,302
+102
1779
$52K ﹤0.01%
1,350
+19
1780
$52K ﹤0.01%
1,687
+313
1781
$52K ﹤0.01%
478
-150
1782
$52K ﹤0.01%
3,380
-20
1783
$52K ﹤0.01%
2,154
+898
1784
$52K ﹤0.01%
2,825
1785
$52K ﹤0.01%
1,302
-61
1786
$52K ﹤0.01%
5,657
1787
$52K ﹤0.01%
3,040
-853
1788
$51K ﹤0.01%
3,835
+75
1789
$51K ﹤0.01%
2,533
-4,683
1790
$51K ﹤0.01%
10,127
1791
$51K ﹤0.01%
+1,499
1792
$51K ﹤0.01%
+185
1793
$51K ﹤0.01%
1,225
-256
1794
$51K ﹤0.01%
553
+42
1795
$51K ﹤0.01%
6,530
+125
1796
$51K ﹤0.01%
702
+130
1797
$51K ﹤0.01%
3,333
1798
$51K ﹤0.01%
1,030
+199
1799
$51K ﹤0.01%
5,925
1800
$51K ﹤0.01%
642
-103
70 71
72
73 74