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
2301
$23K ﹤0.01%
2,184
2302
$23K ﹤0.01%
+1,000
2303
$23K ﹤0.01%
13,743
-20,000
2304
$23K ﹤0.01%
407
+47
2305
$23K ﹤0.01%
2,093
2306
$23K ﹤0.01%
1,221
-20
2307
$23K ﹤0.01%
672
+20
2308
$23K ﹤0.01%
1,095
-365
2309
$23K ﹤0.01%
27
-14
2310
$23K ﹤0.01%
1,234
-938
2311
$23K ﹤0.01%
+1,000
2312
$23K ﹤0.01%
1,700
2313
$23K ﹤0.01%
1,271
+7
2314
$22K ﹤0.01%
346
2315
$22K ﹤0.01%
423
-442
2316
$22K ﹤0.01%
300
2317
$22K ﹤0.01%
366
-900
2318
$22K ﹤0.01%
483
+87
2319
$22K ﹤0.01%
2,228
+1,629
2320
$22K ﹤0.01%
2,834
2321
$22K ﹤0.01%
1,365
+10
2322
$22K ﹤0.01%
1,703
2323
$22K ﹤0.01%
1,535
2324
$22K ﹤0.01%
2,000
2325
$22K ﹤0.01%
1,245
-391
91 92
93
94 95