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
1851
$47K ﹤0.01%
3,970
1852
$47K ﹤0.01%
2,310
-12,200
1853
$47K ﹤0.01%
1,011
+32
1854
$47K ﹤0.01%
819
+49
1855
$46K ﹤0.01%
3,090
1856
$46K ﹤0.01%
1,400
1857
$46K ﹤0.01%
+220
1858
$46K ﹤0.01%
987
+69
1859
$46K ﹤0.01%
1,725
-200
1860
$46K ﹤0.01%
6,985
-170
1861
$46K ﹤0.01%
1,060
+48
1862
$46K ﹤0.01%
1,807
-1,601
1863
$46K ﹤0.01%
951
1864
$46K ﹤0.01%
981
+85
1865
$46K ﹤0.01%
5,576
+9
1866
$45K ﹤0.01%
1,000
1867
$45K ﹤0.01%
647
-10
1868
$45K ﹤0.01%
481
+36
1869
$45K ﹤0.01%
3,098
-1,000
1870
$45K ﹤0.01%
1,015
1871
$45K ﹤0.01%
3,373
+338
1872
$45K ﹤0.01%
888
-417
1873
$45K ﹤0.01%
2,000
1874
$45K ﹤0.01%
5,289
-570
1875
$45K ﹤0.01%
7,696
+258
73 74
75
76 77