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
2376
$20K ﹤0.01%
1,311
-248
2377
$20K ﹤0.01%
217
+32
2378
$20K ﹤0.01%
1,755
-250
2379
$20K ﹤0.01%
1,050
-311
2380
$20K ﹤0.01%
2,162
2381
$20K ﹤0.01%
800
2382
$20K ﹤0.01%
336
-3,272
2383
$20K ﹤0.01%
1,075
-27
2384
$20K ﹤0.01%
788
2385
$20K ﹤0.01%
1,480
2386
$20K ﹤0.01%
1,460
2387
$20K ﹤0.01%
1,146
2388
$20K ﹤0.01%
417
2389
$20K ﹤0.01%
807
2390
$20K ﹤0.01%
812
+381
2391
$20K ﹤0.01%
4,000
-500
2392
$20K ﹤0.01%
434
+1
2393
$20K ﹤0.01%
702
2394
$20K ﹤0.01%
431
+308
2395
$20K ﹤0.01%
183
-125
2396
$20K ﹤0.01%
1,100
2397
$20K ﹤0.01%
1,050
-1,330
2398
$20K ﹤0.01%
1,258
2399
$20K ﹤0.01%
750
-1,000
2400
$20K ﹤0.01%
+4,000
94 95
96
97 98