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
1926
$41K ﹤0.01%
641
-55
1927
$41K ﹤0.01%
5,327
1928
$41K ﹤0.01%
1,902
+1,109
1929
$41K ﹤0.01%
1,490
-246
1930
$41K ﹤0.01%
3,104
1931
$41K ﹤0.01%
2,200
1932
$41K ﹤0.01%
2,938
+566
1933
$41K ﹤0.01%
846
-408
1934
$41K ﹤0.01%
+3
1935
$41K ﹤0.01%
684
+342
1936
$41K ﹤0.01%
+1,709
1937
$41K ﹤0.01%
217
-22
1938
$41K ﹤0.01%
129
+13
1939
$41K ﹤0.01%
1,395
1940
$41K ﹤0.01%
2,857
-523
1941
$41K ﹤0.01%
1,308
-119
1942
$41K ﹤0.01%
1,788
+87
1943
$41K ﹤0.01%
2,500
1944
$40K ﹤0.01%
500
-874
1945
$40K ﹤0.01%
1,869
-28
1946
$40K ﹤0.01%
+3,700
1947
$40K ﹤0.01%
1,088
1948
$40K ﹤0.01%
1,384
+1,284
1949
$40K ﹤0.01%
365
+53
1950
$40K ﹤0.01%
2,790
-84
76 77
78
79 80