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
2551
$20K ﹤0.01%
1,513
+1,500
2552
$20K ﹤0.01%
1,026
-391
2553
$20K ﹤0.01%
482
+44
2554
$20K ﹤0.01%
279
2555
$20K ﹤0.01%
1,227
+21
2556
$20K ﹤0.01%
107
+10
2557
$20K ﹤0.01%
+400
2558
$20K ﹤0.01%
1,092
2559
$20K ﹤0.01%
3,200
-1,000
2560
$20K ﹤0.01%
2,000
2561
$20K ﹤0.01%
1,703
2562
$20K ﹤0.01%
490
2563
$20K ﹤0.01%
800
+300
2564
$20K ﹤0.01%
700
+200
2565
$20K ﹤0.01%
807
2566
$20K ﹤0.01%
500
2567
$20K ﹤0.01%
272
+87
2568
$20K ﹤0.01%
5,200
-200
2569
$20K ﹤0.01%
361
+1
2570
$20K ﹤0.01%
211
-104
2571
$20K ﹤0.01%
+700
2572
$20K ﹤0.01%
42
2573
$20K ﹤0.01%
700
2574
$20K ﹤0.01%
34
+16
2575
$20K ﹤0.01%
329
-61
101 102
103
104 105