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
2351
$21K ﹤0.01%
384
+1
2352
$21K ﹤0.01%
800
2353
$21K ﹤0.01%
2,425
2354
$21K ﹤0.01%
767
2355
$21K ﹤0.01%
+3,000
2356
$21K ﹤0.01%
20,101
2357
$21K ﹤0.01%
1,386
-1,030
2358
$21K ﹤0.01%
298
+42
2359
$21K ﹤0.01%
2,233
2360
$21K ﹤0.01%
1,850
+1,350
2361
$21K ﹤0.01%
268
+108
2362
$21K ﹤0.01%
2,798
2363
$21K ﹤0.01%
642
+65
2364
$21K ﹤0.01%
701
+80
2365
$21K ﹤0.01%
960
+691
2366
$21K ﹤0.01%
273
+240
2367
$21K ﹤0.01%
871
2368
$21K ﹤0.01%
2,165
2369
$21K ﹤0.01%
+500
2370
$21K ﹤0.01%
1,812
-843
2371
$20K ﹤0.01%
263
+65
2372
$20K ﹤0.01%
306
+278
2373
$20K ﹤0.01%
1,026
-102
2374
$20K ﹤0.01%
595
2375
$20K ﹤0.01%
680
93 94
95
96 97