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
2276
$24K ﹤0.01%
848
-12
2277
$24K ﹤0.01%
1,740
-250
2278
$24K ﹤0.01%
2,613
-4,049
2279
$24K ﹤0.01%
14,095
2280
$24K ﹤0.01%
2,322
-10,814
2281
$24K ﹤0.01%
974
2282
$24K ﹤0.01%
1,000
2283
$24K ﹤0.01%
1,367
-134
2284
$24K ﹤0.01%
1,660
+1,500
2285
$24K ﹤0.01%
1,733
2286
$24K ﹤0.01%
2,529
2287
$24K ﹤0.01%
830
+4
2288
$24K ﹤0.01%
584
+40
2289
$24K ﹤0.01%
580
+116
2290
$24K ﹤0.01%
1,157
+57
2291
$24K ﹤0.01%
873
-8
2292
$24K ﹤0.01%
1,523
-400
2293
$24K ﹤0.01%
+3
2294
$24K ﹤0.01%
345
+47
2295
$24K ﹤0.01%
600
2296
$24K ﹤0.01%
365
+18
2297
$24K ﹤0.01%
562
2298
$23K ﹤0.01%
885
+60
2299
$23K ﹤0.01%
1,343
-34
2300
$23K ﹤0.01%
738
90 91
92
93 94