IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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 6.06%
4 Technology 5.41%
5 Energy 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.3M 1.84%
1,250,092
-5,140
2
$34.6M 1.8%
311,103
-3,005
3
$32.1M 1.67%
381,738
-23,107
4
$30.3M 1.58%
269,685
-2,670
5
$27.4M 1.43%
126,887
-3,129
6
$26.7M 1.39%
869,561
+5,872
7
$22.8M 1.18%
253,801
-3,222
8
$20.8M 1.08%
238,735
-8,368
9
$17.4M 0.9%
334,405
-23,609
10
$17.2M 0.89%
212,872
+28,300
11
$17.1M 0.89%
553,145
+84,590
12
$16.9M 0.88%
142,676
-5,643
13
$16.7M 0.87%
117,707
-6,684
14
$15.1M 0.79%
256,188
+182,917
15
$14.8M 0.77%
234,173
+386
16
$14.6M 0.76%
123,762
-549
17
$14.1M 0.73%
937,766
+67,614
18
$13.6M 0.71%
62,657
+3,621
19
$13.6M 0.71%
132,205
-9,797
20
$12.6M 0.65%
146,985
+78,573
21
$12.2M 0.64%
1,154,615
-160,600
22
$11.3M 0.59%
129,916
+19,727
23
$11.2M 0.58%
378,221
-38,508
24
$11.2M 0.58%
194,102
-14,674
25
$11.1M 0.58%
106,294
+14,105
1
2 3 4 5