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
2051
$34K ﹤0.01%
670
2052
$34K ﹤0.01%
2,275
2053
$34K ﹤0.01%
899
-97
2054
$34K ﹤0.01%
+5
2055
$33K ﹤0.01%
700
2056
$33K ﹤0.01%
700
-440
2057
$33K ﹤0.01%
2,215
+1,219
2058
$33K ﹤0.01%
2,220
2059
$33K ﹤0.01%
923
+342
2060
$33K ﹤0.01%
1,329
+171
2061
$33K ﹤0.01%
950
2062
$33K ﹤0.01%
466
+16
2063
$33K ﹤0.01%
956
2064
$33K ﹤0.01%
2,107
+306
2065
$33K ﹤0.01%
948
-192
2066
$33K ﹤0.01%
83
2067
$33K ﹤0.01%
997
+30
2068
$33K ﹤0.01%
1,650
2069
$33K ﹤0.01%
1,539
+225
2070
$33K ﹤0.01%
419
-1,000
2071
$33K ﹤0.01%
558
+420
2072
$33K ﹤0.01%
191
2073
$33K ﹤0.01%
3,261
2074
$33K ﹤0.01%
1,262
2075
$33K ﹤0.01%
454
+6
81 82
83
84 85