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
1951
$40K ﹤0.01%
5,123
1952
$40K ﹤0.01%
405
-270
1953
$40K ﹤0.01%
533
+152
1954
$40K ﹤0.01%
3,883
-399
1955
$40K ﹤0.01%
5,000
-1,000
1956
$39K ﹤0.01%
732
+21
1957
$39K ﹤0.01%
5,224
1958
$39K ﹤0.01%
4,590
+22
1959
$39K ﹤0.01%
1,700
-750
1960
$39K ﹤0.01%
1,334
-462
1961
$39K ﹤0.01%
631
1962
$39K ﹤0.01%
+2,000
1963
$39K ﹤0.01%
592
1964
$38K ﹤0.01%
2,055
-161
1965
$38K ﹤0.01%
899
+124
1966
$38K ﹤0.01%
2,308
1967
$38K ﹤0.01%
1,839
-131
1968
$38K ﹤0.01%
610
+550
1969
$38K ﹤0.01%
1,374
1970
$38K ﹤0.01%
992
-62
1971
$38K ﹤0.01%
2,598
1972
$38K ﹤0.01%
463
1973
$38K ﹤0.01%
651
+470
1974
$38K ﹤0.01%
+872
1975
$38K ﹤0.01%
1,659
-1,976
77 78
79
80 81