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
2101
$32K ﹤0.01%
646
+20
2102
$32K ﹤0.01%
731
-986
2103
$32K ﹤0.01%
4,044
+1,220
2104
$32K ﹤0.01%
204
+27
2105
$32K ﹤0.01%
2,000
2106
$32K ﹤0.01%
1,157
-1,038
2107
$32K ﹤0.01%
+1,735
2108
$31K ﹤0.01%
+25
2109
$31K ﹤0.01%
2,000
2110
$31K ﹤0.01%
2,000
-1,150
2111
$31K ﹤0.01%
375
-9
2112
$31K ﹤0.01%
808
-8
2113
$31K ﹤0.01%
5,000
2114
$31K ﹤0.01%
2,672
2115
$31K ﹤0.01%
3,590
+1,000
2116
$31K ﹤0.01%
516
+5
2117
$31K ﹤0.01%
+1,920
2118
$31K ﹤0.01%
900
+487
2119
$31K ﹤0.01%
1,790
2120
$31K ﹤0.01%
850
2121
$31K ﹤0.01%
256
+45
2122
$31K ﹤0.01%
183
+77
2123
$31K ﹤0.01%
1,886
-20
2124
$31K ﹤0.01%
1,457
+1
2125
$31K ﹤0.01%
7,246
+901
83 84
85
86 87