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
1876
$45K ﹤0.01%
803
1877
$45K ﹤0.01%
1,350
1878
$45K ﹤0.01%
2,010
1879
$45K ﹤0.01%
1,662
+1,460
1880
$45K ﹤0.01%
40
1881
$44K ﹤0.01%
476
+57
1882
$44K ﹤0.01%
1,997
+82
1883
$44K ﹤0.01%
5,215
+7
1884
$44K ﹤0.01%
2,052
+600
1885
$44K ﹤0.01%
3,500
1886
$44K ﹤0.01%
2,625
-72
1887
$44K ﹤0.01%
6,860
1888
$44K ﹤0.01%
625
-9
1889
$44K ﹤0.01%
519
1890
$44K ﹤0.01%
3,380
-3,063
1891
$44K ﹤0.01%
2,279
-111
1892
$44K ﹤0.01%
1,573
+1,339
1893
$44K ﹤0.01%
1,200
+1,100
1894
$43K ﹤0.01%
469
-78
1895
$43K ﹤0.01%
1,257
-3,065
1896
$43K ﹤0.01%
1,366
+46
1897
$43K ﹤0.01%
4,590
+130
1898
$43K ﹤0.01%
1,588
-6
1899
$43K ﹤0.01%
5,753
+337
1900
$43K ﹤0.01%
1,765
-366
74 75
76
77 78