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
1801
$51K ﹤0.01%
1,297
+77
1802
$51K ﹤0.01%
2,306
+13
1803
$50K ﹤0.01%
1,460
1804
$50K ﹤0.01%
611
1805
$50K ﹤0.01%
617
-6
1806
$50K ﹤0.01%
415
+32
1807
$50K ﹤0.01%
1,433
+115
1808
$50K ﹤0.01%
1,279
+922
1809
$50K ﹤0.01%
2,061
-310
1810
$50K ﹤0.01%
2,266
+45
1811
$50K ﹤0.01%
2,683
-10,236
1812
$50K ﹤0.01%
2,406
+6
1813
$50K ﹤0.01%
2,040
1814
$50K ﹤0.01%
375
-45
1815
$49K ﹤0.01%
2,600
+3
1816
$49K ﹤0.01%
752
+77
1817
$49K ﹤0.01%
3,162
+50
1818
$49K ﹤0.01%
966
+1
1819
$49K ﹤0.01%
668
1820
$49K ﹤0.01%
1,211
+105
1821
$49K ﹤0.01%
1,922
1822
$49K ﹤0.01%
3,272
1823
$49K ﹤0.01%
3,750
1824
$49K ﹤0.01%
2,580
+112
1825
$49K ﹤0.01%
7,450
71 72
73
74 75