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
2451
$18K ﹤0.01%
241
-600
2452
$18K ﹤0.01%
215
+116
2453
$18K ﹤0.01%
564
-10
2454
$18K ﹤0.01%
+114
2455
$18K ﹤0.01%
973
2456
$18K ﹤0.01%
578
+78
2457
$18K ﹤0.01%
448
2458
$18K ﹤0.01%
187
2459
$18K ﹤0.01%
103
-31
2460
$18K ﹤0.01%
602
-16
2461
$18K ﹤0.01%
353
-85
2462
$18K ﹤0.01%
1
2463
$18K ﹤0.01%
150
2464
$18K ﹤0.01%
1,187
-3,800
2465
$18K ﹤0.01%
1,100
2466
$18K ﹤0.01%
900
2467
$18K ﹤0.01%
315
-9
2468
$18K ﹤0.01%
246
+115
2469
$18K ﹤0.01%
967
+30
2470
$18K ﹤0.01%
870
2471
$18K ﹤0.01%
1,185
2472
$18K ﹤0.01%
2,400
-1,000
2473
$18K ﹤0.01%
1,133
+31
2474
$18K ﹤0.01%
1,074
2475
$17K ﹤0.01%
438
97 98
99
100 101