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
1901
$43K ﹤0.01%
1,820
+504
1902
$43K ﹤0.01%
383
+133
1903
$43K ﹤0.01%
938
+14
1904
$43K ﹤0.01%
1,200
-140
1905
$43K ﹤0.01%
536
-12
1906
$43K ﹤0.01%
3,578
1907
$43K ﹤0.01%
2,448
-1,248
1908
$42K ﹤0.01%
504
-44
1909
$42K ﹤0.01%
1,620
1910
$42K ﹤0.01%
925
-361
1911
$42K ﹤0.01%
2,392
+221
1912
$42K ﹤0.01%
2,564
-73
1913
$42K ﹤0.01%
720
1914
$42K ﹤0.01%
534
+103
1915
$42K ﹤0.01%
1,021
+338
1916
$42K ﹤0.01%
1,452
-8
1917
$42K ﹤0.01%
1,293
+260
1918
$42K ﹤0.01%
613
-39
1919
$42K ﹤0.01%
10,000
1920
$42K ﹤0.01%
750
+70
1921
$42K ﹤0.01%
1,110
-14,694
1922
$42K ﹤0.01%
2,745
1923
$42K ﹤0.01%
1,400
1924
$42K ﹤0.01%
554
+2
1925
$41K ﹤0.01%
1,744
75 76
77
78 79