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
2201
$27K ﹤0.01%
1,150
2202
$27K ﹤0.01%
1,795
-640
2203
$27K ﹤0.01%
5,000
2204
$27K ﹤0.01%
364
2205
$27K ﹤0.01%
1,684
+904
2206
$27K ﹤0.01%
1,791
+206
2207
$27K ﹤0.01%
1,350
2208
$27K ﹤0.01%
558
+58
2209
$27K ﹤0.01%
148
2210
$27K ﹤0.01%
874
-133
2211
$27K ﹤0.01%
750
2212
$27K ﹤0.01%
225
-170
2213
$27K ﹤0.01%
333
+259
2214
$27K ﹤0.01%
702
2215
$26K ﹤0.01%
8,836
-15,981
2216
$26K ﹤0.01%
2,565
-11,003
2217
$26K ﹤0.01%
+1,868
2218
$26K ﹤0.01%
441
2219
$26K ﹤0.01%
2,484
2220
$26K ﹤0.01%
1,497
2221
$26K ﹤0.01%
1,998
+30
2222
$26K ﹤0.01%
582
2223
$26K ﹤0.01%
1,600
2224
$26K ﹤0.01%
+1,796
2225
$26K ﹤0.01%
579
+1
87 88
89
90 91