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
2001
$36K ﹤0.01%
1,358
-1,575
2002
$36K ﹤0.01%
1,443
-816
2003
$36K ﹤0.01%
2,547
-219
2004
$36K ﹤0.01%
1,806
+169
2005
$36K ﹤0.01%
457
+50
2006
$36K ﹤0.01%
2,300
2007
$36K ﹤0.01%
4,076
+43
2008
$36K ﹤0.01%
1,995
-3,033
2009
$36K ﹤0.01%
1,275
-50
2010
$36K ﹤0.01%
1,210
-1,680
2011
$36K ﹤0.01%
25
2012
$36K ﹤0.01%
2,581
-1,000
2013
$35K ﹤0.01%
8,220
+163
2014
$35K ﹤0.01%
2,586
2015
$35K ﹤0.01%
906
+358
2016
$35K ﹤0.01%
2,953
2017
$35K ﹤0.01%
3,100
2018
$35K ﹤0.01%
1,594
2019
$35K ﹤0.01%
1,510
-4,197
2020
$35K ﹤0.01%
363
+19
2021
$35K ﹤0.01%
2,747
2022
$35K ﹤0.01%
2,986
+411
2023
$35K ﹤0.01%
674
+50
2024
$35K ﹤0.01%
1,550
-11,950
2025
$35K ﹤0.01%
192
+23
79 80
81
82 83