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
1976
$38K ﹤0.01%
833
-12
1977
$38K ﹤0.01%
152
-10
1978
$38K ﹤0.01%
2,759
1979
$38K ﹤0.01%
2,010
1980
$38K ﹤0.01%
1,503
-975
1981
$38K ﹤0.01%
1,161
-217
1982
$37K ﹤0.01%
751
1983
$37K ﹤0.01%
1,086
+66
1984
$37K ﹤0.01%
+2,000
1985
$37K ﹤0.01%
5,684
-5,027
1986
$37K ﹤0.01%
+500
1987
$37K ﹤0.01%
1,247
+233
1988
$37K ﹤0.01%
500
1989
$37K ﹤0.01%
4,500
-1,000
1990
$37K ﹤0.01%
2,912
-194
1991
$37K ﹤0.01%
2,800
-1,700
1992
$37K ﹤0.01%
2,099
+6
1993
$37K ﹤0.01%
6,762
1994
$37K ﹤0.01%
2,184
-550
1995
$37K ﹤0.01%
1,540
1996
$37K ﹤0.01%
2,899
+1,382
1997
$36K ﹤0.01%
5,600
1998
$36K ﹤0.01%
883
1999
$36K ﹤0.01%
1,247
+57
2000
$36K ﹤0.01%
724
+40
78 79
80
81 82