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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.43M 0.13%
44,942
+14,526
177
$2.42M 0.13%
61,713
-1,856
178
$2.41M 0.13%
44,279
+315
179
$2.41M 0.13%
23,728
-3,169
180
$2.38M 0.12%
30,106
+1,755
181
$2.36M 0.12%
37,327
-3,386
182
$2.34M 0.12%
91,889
+35,793
183
$2.32M 0.12%
76,148
+5,516
184
$2.28M 0.12%
46,912
-1,214
185
$2.28M 0.12%
47,654
-1,422
186
$2.27M 0.12%
36,486
-13
187
$2.26M 0.12%
31,215
-331
188
$2.25M 0.12%
60,075
+6,737
189
$2.25M 0.12%
81,444
+1,769
190
$2.25M 0.12%
220,836
-6,711
191
$2.22M 0.12%
68,168
-2,830
192
$2.22M 0.12%
37,090
-1,057
193
$2.22M 0.12%
126,995
-9,324
194
$2.22M 0.12%
157,359
-1,866
195
$2.22M 0.12%
50,740
+1,152
196
$2.21M 0.12%
63,966
-681
197
$2.2M 0.11%
45,309
+547
198
$2.2M 0.11%
22,128
+6,357
199
$2.2M 0.11%
25,838
+2,361
200
$2.2M 0.11%
45,328
+2,244
6 7
8
9 10