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
2026
$35K ﹤0.01%
481
+471
2027
$35K ﹤0.01%
2,228
2028
$35K ﹤0.01%
253
+49
2029
$35K ﹤0.01%
5,000
2030
$35K ﹤0.01%
1,969
-8,700
2031
$35K ﹤0.01%
1,400
-775
2032
$35K ﹤0.01%
7,068
-1,606
2033
$35K ﹤0.01%
376
+53
2034
$35K ﹤0.01%
994
+280
2035
$34K ﹤0.01%
1,095
-583
2036
$34K ﹤0.01%
1,000
2037
$34K ﹤0.01%
649
-49
2038
$34K ﹤0.01%
535
2039
$34K ﹤0.01%
4,648
+1,322
2040
$34K ﹤0.01%
+5,100
2041
$34K ﹤0.01%
6,531
-4,899
2042
– –
0
2043
$34K ﹤0.01%
1,346
+1,137
2044
$34K ﹤0.01%
1,333
+1,126
2045
$34K ﹤0.01%
2,000
2046
$34K ﹤0.01%
+700
2047
$34K ﹤0.01%
1,340
2048
$34K ﹤0.01%
1,338
+12
2049
$34K ﹤0.01%
1,430
2050
$34K ﹤0.01%
3,896
+372
80 81
82
83 84