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
2401
$20K ﹤0.01%
408
2402
$20K ﹤0.01%
15,054
-200
2403
$20K ﹤0.01%
992
+117
2404
$20K ﹤0.01%
2,000
2405
$20K ﹤0.01%
925
2406
$19K ﹤0.01%
283
2407
$19K ﹤0.01%
400
2408
$19K ﹤0.01%
601
-1,659
2409
$19K ﹤0.01%
1,869
2410
$19K ﹤0.01%
500
2411
$19K ﹤0.01%
283
+66
2412
$19K ﹤0.01%
810
2413
$19K ﹤0.01%
1,300
2414
$19K ﹤0.01%
630
2415
$19K ﹤0.01%
195
+75
2416
$19K ﹤0.01%
1,385
-462
2417
$19K ﹤0.01%
2,100
2418
$19K ﹤0.01%
1,201
2419
$19K ﹤0.01%
1,285
+14
2420
$19K ﹤0.01%
677
-650
2421
$19K ﹤0.01%
361
+113
2422
$19K ﹤0.01%
700
2423
$19K ﹤0.01%
1,129
-17
2424
$19K ﹤0.01%
595
-257
2425
$19K ﹤0.01%
330
+4
95 96
97
98 99