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
2426
$19K ﹤0.01%
499
+2
2427
$19K ﹤0.01%
760
-214
2428
$19K ﹤0.01%
500
2429
$19K ﹤0.01%
371
+99
2430
$19K ﹤0.01%
1,417
+152
2431
$19K ﹤0.01%
1,556
+36
2432
$19K ﹤0.01%
1,600
+1,200
2433
$19K ﹤0.01%
484
+31
2434
$19K ﹤0.01%
830
2435
$19K ﹤0.01%
686
2436
$19K ﹤0.01%
732
+73
2437
$19K ﹤0.01%
6,200
2438
$19K ﹤0.01%
849
+11
2439
$19K ﹤0.01%
6,200
+1,000
2440
$19K ﹤0.01%
840
-85
2441
$19K ﹤0.01%
+1,465
2442
$18K ﹤0.01%
1,150
+150
2443
$18K ﹤0.01%
277
+49
2444
$18K ﹤0.01%
600
2445
$18K ﹤0.01%
495
2446
$18K ﹤0.01%
200
2447
$18K ﹤0.01%
278
-100
2448
$18K ﹤0.01%
443
2449
$18K ﹤0.01%
508
2450
$18K ﹤0.01%
1,063
-1,278
96 97
98
99 100