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
$2.36B
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,400
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.88M
3
+$5.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.97M
5
BND icon
Vanguard Total Bond Market
BND
+$4.34M

Top Sells

1
+$45.1M
2
+$4.73M
3
+$4.32M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.21M

Sector Composition

1 Financials 6.78%
2 Technology 6.27%
3 Healthcare 6.26%
4 Consumer Staples 5.97%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.34M 0.1%
48,374
-27,197
227
$2.34M 0.1%
94,170
+11,436
228
$2.33M 0.1%
144,942
+15,441
229
$2.33M 0.1%
82,648
+8,036
230
$2.32M 0.1%
44,616
-6,968
231
$2.28M 0.1%
30,760
+1,071
232
$2.28M 0.1%
242,872
+3,467
233
$2.26M 0.1%
150,612
-1,239
234
$2.26M 0.1%
30,800
+867
235
$2.25M 0.1%
90,812
+15,549
236
$2.24M 0.1%
36,486
-808
237
$2.22M 0.09%
15,767
-4,074
238
$2.22M 0.09%
128,305
+509
239
$2.22M 0.09%
13,739
+122
240
$2.21M 0.09%
26,233
+3,072
241
$2.19M 0.09%
17,095
+724
242
$2.18M 0.09%
27,077
-1,402
243
$2.18M 0.09%
62,377
+2,610
244
$2.18M 0.09%
40,926
+3,347
245
$2.17M 0.09%
48,621
-2,967
246
$2.17M 0.09%
11,204
-21
247
$2.17M 0.09%
32,129
+543
248
$2.15M 0.09%
21,085
-16,745
249
$2.14M 0.09%
39,432
-911
250
$2.14M 0.09%
34,656
+20,427
8 9
10
11 12