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
2176
$28K ﹤0.01%
518
2177
$28K ﹤0.01%
948
2178
$28K ﹤0.01%
110
+10
2179
$28K ﹤0.01%
4,640
-800
2180
$28K ﹤0.01%
1,600
2181
$28K ﹤0.01%
1,097
-67
2182
$28K ﹤0.01%
433
-3,411
2183
$28K ﹤0.01%
2,159
-861
2184
$28K ﹤0.01%
1,822
2185
$28K ﹤0.01%
629
2186
$28K ﹤0.01%
1,000
2187
$28K ﹤0.01%
518
+39
2188
$28K ﹤0.01%
1,945
2189
$28K ﹤0.01%
663
+525
2190
$28K ﹤0.01%
3,207
+766
2191
$28K ﹤0.01%
1,252
+262
2192
$27K ﹤0.01%
1,107
2193
$27K ﹤0.01%
1,030
+102
2194
$27K ﹤0.01%
1,500
-9
2195
$27K ﹤0.01%
326
-25
2196
$27K ﹤0.01%
2,605
2197
$27K ﹤0.01%
284
2198
$27K ﹤0.01%
990
2199
$27K ﹤0.01%
694
+141
2200
$27K ﹤0.01%
708
-248
86 87
88
89 90