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
2251
$25K ﹤0.01%
5,704
2252
$25K ﹤0.01%
765
-16
2253
$25K ﹤0.01%
658
+158
2254
$25K ﹤0.01%
2,153
2255
$25K ﹤0.01%
1,975
2256
$25K ﹤0.01%
3,200
2257
$25K ﹤0.01%
1,575
2258
$25K ﹤0.01%
31
2259
$25K ﹤0.01%
+125
2260
$25K ﹤0.01%
489
2261
$25K ﹤0.01%
410
-200
2262
$25K ﹤0.01%
+450
2263
$25K ﹤0.01%
400
2264
$25K ﹤0.01%
188
2265
$25K ﹤0.01%
642
+400
2266
$25K ﹤0.01%
396
2267
$25K ﹤0.01%
1,580
-23
2268
$25K ﹤0.01%
1,900
+1,300
2269
$25K ﹤0.01%
665
2270
$25K ﹤0.01%
2,127
-28
2271
$25K ﹤0.01%
893
+663
2272
$25K ﹤0.01%
497
2273
$24K ﹤0.01%
1,294
2274
$24K ﹤0.01%
438
+16
2275
$24K ﹤0.01%
935
+234
89 90
91
92 93