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
2576
$20K ﹤0.01%
1,857
+33
2577
$20K ﹤0.01%
5,600
+300
2578
$20K ﹤0.01%
110
2579
$20K ﹤0.01%
+673
2580
$20K ﹤0.01%
590
+25
2581
$19K ﹤0.01%
+900
2582
$19K ﹤0.01%
602
+152
2583
$19K ﹤0.01%
465
2584
$19K ﹤0.01%
92
+67
2585
$19K ﹤0.01%
773
-927
2586
$19K ﹤0.01%
310
2587
$19K ﹤0.01%
692
+2
2588
$19K ﹤0.01%
+787
2589
$19K ﹤0.01%
1,348
2590
$19K ﹤0.01%
+2,145
2591
$19K ﹤0.01%
960
2592
$19K ﹤0.01%
963
+680
2593
$19K ﹤0.01%
9,787
+1,963
2594
$19K ﹤0.01%
1,187
2595
$19K ﹤0.01%
1,262
+870
2596
$19K ﹤0.01%
1,100
2597
$19K ﹤0.01%
900
2598
$19K ﹤0.01%
306
+300
2599
$19K ﹤0.01%
406
2600
$19K ﹤0.01%
1,050
102 103
104
105 106