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
2226
$26K ﹤0.01%
876
+131
2227
$26K ﹤0.01%
2,314
-259
2228
$26K ﹤0.01%
1,300
+6
2229
$26K ﹤0.01%
1,888
-150
2230
$26K ﹤0.01%
21,208
2231
$26K ﹤0.01%
788
+8
2232
$26K ﹤0.01%
814
-594
2233
$26K ﹤0.01%
5,080
+925
2234
$26K ﹤0.01%
1,486
+37
2235
$26K ﹤0.01%
317
+7
2236
$26K ﹤0.01%
4,200
+440
2237
$26K ﹤0.01%
615
-1,080
2238
$26K ﹤0.01%
5,245
+1,669
2239
$26K ﹤0.01%
+2,000
2240
$26K ﹤0.01%
2,900
2241
$26K ﹤0.01%
928
2242
$26K ﹤0.01%
1,059
2243
$26K ﹤0.01%
351
2244
$25K ﹤0.01%
600
2245
$25K ﹤0.01%
+386
2246
$25K ﹤0.01%
355
-40
2247
$25K ﹤0.01%
3,162
+162
2248
$25K ﹤0.01%
1,339
2249
$25K ﹤0.01%
3,000
2250
$25K ﹤0.01%
2,380
+1,030
88 89
90
91 92