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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.2M 0.11%
31,048
+44
202
$2.19M 0.11%
75,721
-21,416
203
$2.17M 0.11%
22,899
+7,977
204
$2.17M 0.11%
100,607
+21,872
205
$2.17M 0.11%
48,948
+2,436
206
$2.17M 0.11%
9,030
-1,014
207
$2.16M 0.11%
395,353
+31,503
208
$2.16M 0.11%
26,703
-16,601
209
$2.14M 0.11%
21,979
+1,478
210
$2.12M 0.11%
26,354
-1,980
211
$2.1M 0.11%
108,966
-5,270
212
$2.09M 0.11%
32,516
-1,294
213
$2.07M 0.11%
42,576
+1,552
214
$2.05M 0.11%
66,859
-3,274
215
$2.04M 0.11%
+10,000
216
$2M 0.1%
13,395
-67
217
$2M 0.1%
138,684
+10,628
218
$1.99M 0.1%
93,140
+19,529
219
$1.98M 0.1%
31,105
-2,282
220
$1.97M 0.1%
37,302
+3,409
221
$1.97M 0.1%
38,013
-3,981
222
$1.97M 0.1%
49,574
+15,320
223
$1.96M 0.1%
33,117
+32,074
224
$1.95M 0.1%
14,646
-301
225
$1.94M 0.1%
21,790
+1,014
7 8
9
10 11