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
2526
$21K ﹤0.01%
3,449
2527
$21K ﹤0.01%
2,184
+1,309
2528
$21K ﹤0.01%
175
-176
2529
$21K ﹤0.01%
653
+103
2530
$21K ﹤0.01%
3,148
2531
$21K ﹤0.01%
1,201
2532
$21K ﹤0.01%
2,074
2533
$21K ﹤0.01%
1,694
-557
2534
$21K ﹤0.01%
518
-12,547
2535
$21K ﹤0.01%
716
2536
$21K ﹤0.01%
400
2537
$21K ﹤0.01%
1,100
2538
$21K ﹤0.01%
2,074
+243
2539
$21K ﹤0.01%
925
+150
2540
$21K ﹤0.01%
444
+100
2541
$21K ﹤0.01%
408
2542
$21K ﹤0.01%
610
+68
2543
$21K ﹤0.01%
100
+15
2544
$21K ﹤0.01%
1,378
+1,132
2545
$21K ﹤0.01%
693
+13
2546
$21K ﹤0.01%
287
+150
2547
$21K ﹤0.01%
1,000
+991
2548
$20K ﹤0.01%
+897
2549
$20K ﹤0.01%
611
+82
2550
$20K ﹤0.01%
950
+9
100 101
102
103 104