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
2501
$22K ﹤0.01%
357
+133
2502
$22K ﹤0.01%
495
+2
2503
$22K ﹤0.01%
1,140
-188
2504
$22K ﹤0.01%
574
+466
2505
$22K ﹤0.01%
+434
2506
$22K ﹤0.01%
353
2507
$22K ﹤0.01%
396
2508
$22K ﹤0.01%
58
2509
$22K ﹤0.01%
1,960
+1,900
2510
$22K ﹤0.01%
927
-105
2511
$22K ﹤0.01%
1,000
+500
2512
$22K ﹤0.01%
367
-458
2513
$22K ﹤0.01%
890
-900
2514
$22K ﹤0.01%
21,208
2515
$22K ﹤0.01%
570
2516
$22K ﹤0.01%
2,000
2517
$22K ﹤0.01%
3,670
-1,686
2518
$22K ﹤0.01%
1,686
2519
$22K ﹤0.01%
970
+100
2520
$22K ﹤0.01%
1,948
2521
$21K ﹤0.01%
323
2522
$21K ﹤0.01%
6,200
2523
$21K ﹤0.01%
450
2524
$21K ﹤0.01%
1,204
+45
2525
$21K ﹤0.01%
1,018
99 100
101
102 103