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
2126
$31K ﹤0.01%
1,200
2127
$31K ﹤0.01%
803
+64
2128
$31K ﹤0.01%
2,100
2129
$31K ﹤0.01%
1,565
+1,000
2130
$31K ﹤0.01%
+2,500
2131
$31K ﹤0.01%
750
+36
2132
$31K ﹤0.01%
2,144
-32
2133
$31K ﹤0.01%
457
+33
2134
$30K ﹤0.01%
1,521
+26
2135
$30K ﹤0.01%
354
+74
2136
$30K ﹤0.01%
690
2137
$30K ﹤0.01%
477
-15
2138
$30K ﹤0.01%
4,960
-29
2139
$30K ﹤0.01%
353
+203
2140
$30K ﹤0.01%
17,795
2141
$30K ﹤0.01%
290
2142
$30K ﹤0.01%
1,108
2143
$30K ﹤0.01%
407
+136
2144
$30K ﹤0.01%
1,101
2145
$30K ﹤0.01%
1,722
+136
2146
$30K ﹤0.01%
1,395
+680
2147
$29K ﹤0.01%
+1,134
2148
$29K ﹤0.01%
660
-147
2149
$29K ﹤0.01%
487
+61
2150
$29K ﹤0.01%
69
+10
84 85
86
87 88