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
2076
$33K ﹤0.01%
1,217
-57
2077
$33K ﹤0.01%
6,653
+812
2078
$33K ﹤0.01%
1,489
2079
$33K ﹤0.01%
900
2080
$32K ﹤0.01%
1,460
2081
$32K ﹤0.01%
189
-42
2082
$32K ﹤0.01%
3,160
2083
$32K ﹤0.01%
759
-195
2084
$32K ﹤0.01%
2,319
+435
2085
$32K ﹤0.01%
1,348
2086
$32K ﹤0.01%
706
2087
$32K ﹤0.01%
600
-1,205
2088
$32K ﹤0.01%
33
-4
2089
$32K ﹤0.01%
1,165
-1,235
2090
$32K ﹤0.01%
2,677
+14
2091
$32K ﹤0.01%
800
-33
2092
$32K ﹤0.01%
2,483
2093
$32K ﹤0.01%
1,558
2094
$32K ﹤0.01%
6,000
2095
$32K ﹤0.01%
17,467
+4,675
2096
$32K ﹤0.01%
5,234
+279
2097
$32K ﹤0.01%
320
+32
2098
$32K ﹤0.01%
1,957
+489
2099
$32K ﹤0.01%
1,350
2100
$32K ﹤0.01%
17,285
82 83
84
85 86