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
2326
$22K ﹤0.01%
3,125
2327
$22K ﹤0.01%
237
2328
$22K ﹤0.01%
1,096
+10
2329
$22K ﹤0.01%
490
+123
2330
$22K ﹤0.01%
1,615
-35
2331
$22K ﹤0.01%
1,380
2332
$22K ﹤0.01%
109
-226
2333
$22K ﹤0.01%
406
+6
2334
$22K ﹤0.01%
3,003
+7
2335
$22K ﹤0.01%
369
-262
2336
$22K ﹤0.01%
159
+4
2337
$22K ﹤0.01%
1,606
-2,712
2338
$22K ﹤0.01%
5,315
2339
$22K ﹤0.01%
1,608
2340
$22K ﹤0.01%
1,928
+116
2341
$22K ﹤0.01%
+730
2342
$22K ﹤0.01%
603
+71
2343
$22K ﹤0.01%
230
+30
2344
$22K ﹤0.01%
2,294
-329
2345
$22K ﹤0.01%
1,000
2346
$22K ﹤0.01%
400
2347
$22K ﹤0.01%
548
+400
2348
$22K ﹤0.01%
406
+164
2349
$22K ﹤0.01%
3,407
2350
$22K ﹤0.01%
1,166
-23
92 93
94
95 96