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
1826
$49K ﹤0.01%
3,557
-878
1827
$49K ﹤0.01%
2,868
1828
$49K ﹤0.01%
1,126
-621
1829
$48K ﹤0.01%
2,453
-62
1830
$48K ﹤0.01%
2,416
1831
$48K ﹤0.01%
2,162
-80
1832
$48K ﹤0.01%
940
+656
1833
$48K ﹤0.01%
16,874
-235
1834
$48K ﹤0.01%
3,370
1835
$48K ﹤0.01%
1,011
+359
1836
$48K ﹤0.01%
619
+46
1837
$48K ﹤0.01%
1,086
+876
1838
$47K ﹤0.01%
1,899
+1,029
1839
$47K ﹤0.01%
2,897
+310
1840
$47K ﹤0.01%
1,563
-236
1841
$47K ﹤0.01%
400
+9
1842
$47K ﹤0.01%
1,412
-2,163
1843
$47K ﹤0.01%
760
-85
1844
$47K ﹤0.01%
1,815
+1,315
1845
$47K ﹤0.01%
4,000
-2,000
1846
$47K ﹤0.01%
2,692
+265
1847
$47K ﹤0.01%
2,092
+32
1848
$47K ﹤0.01%
2,253
1849
$47K ﹤0.01%
1,980
+20
1850
$47K ﹤0.01%
2,665
-873
72 73
74
75 76