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
2476
$23K ﹤0.01%
448
+1
2477
$23K ﹤0.01%
825
-155
2478
$23K ﹤0.01%
183
2479
$23K ﹤0.01%
1,330
+337
2480
$23K ﹤0.01%
350
+111
2481
$23K ﹤0.01%
+4,000
2482
$23K ﹤0.01%
3,759
-2,941
2483
$23K ﹤0.01%
15,423
2484
$23K ﹤0.01%
1,269
+60
2485
$23K ﹤0.01%
1,477
2486
$23K ﹤0.01%
1,500
2487
$23K ﹤0.01%
1,229
+31
2488
$22K ﹤0.01%
687
-160
2489
$22K ﹤0.01%
4,588
+666
2490
$22K ﹤0.01%
+725
2491
$22K ﹤0.01%
341
2492
$22K ﹤0.01%
+2,200
2493
$22K ﹤0.01%
1,500
2494
$22K ﹤0.01%
740
2495
$22K ﹤0.01%
3
2496
$22K ﹤0.01%
639
-4
2497
$22K ﹤0.01%
506
2498
$22K ﹤0.01%
317
2499
$22K ﹤0.01%
3,000
2500
$22K ﹤0.01%
4,644
-1,060
98 99
100
101 102