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
2151
$29K ﹤0.01%
1,738
2152
$29K ﹤0.01%
1,375
+1,142
2153
$29K ﹤0.01%
1,230
-34
2154
$29K ﹤0.01%
1,350
2155
$29K ﹤0.01%
2,684
2156
$29K ﹤0.01%
389
-13
2157
$29K ﹤0.01%
341
2158
$29K ﹤0.01%
1,114
+242
2159
$29K ﹤0.01%
1,408
2160
$29K ﹤0.01%
4,288
+3,120
2161
$29K ﹤0.01%
1,133
+927
2162
$29K ﹤0.01%
2,400
2163
$29K ﹤0.01%
1,988
-250
2164
$29K ﹤0.01%
4,909
2165
$29K ﹤0.01%
1,728
+289
2166
$29K ﹤0.01%
8,300
+3,500
2167
$28K ﹤0.01%
1,223
2168
$28K ﹤0.01%
11,020
2169
$28K ﹤0.01%
803
+305
2170
$28K ﹤0.01%
211
+38
2171
$28K ﹤0.01%
2,180
-310
2172
$28K ﹤0.01%
804
2173
$28K ﹤0.01%
1,220
-2,290
2174
$28K ﹤0.01%
1,167
+417
2175
$28K ﹤0.01%
1,100
85 86
87
88 89