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
2651
$17K ﹤0.01%
1,000
2652
$17K ﹤0.01%
386
+112
2653
$17K ﹤0.01%
1,485
+59
2654
$17K ﹤0.01%
1,100
2655
$17K ﹤0.01%
525
2656
$17K ﹤0.01%
1,200
2657
$17K ﹤0.01%
686
2658
$17K ﹤0.01%
2,000
2659
$17K ﹤0.01%
127
2660
$17K ﹤0.01%
1,168
-270
2661
$17K ﹤0.01%
200
2662
$17K ﹤0.01%
605
2663
$17K ﹤0.01%
465
+305
2664
$17K ﹤0.01%
200
+63
2665
$17K ﹤0.01%
590
-2,400
2666
$16K ﹤0.01%
275
2667
$16K ﹤0.01%
402
+7
2668
$16K ﹤0.01%
431
+56
2669
$16K ﹤0.01%
1,017
2670
$16K ﹤0.01%
90
+61
2671
$16K ﹤0.01%
240
2672
$16K ﹤0.01%
1,241
2673
$16K ﹤0.01%
356
2674
$16K ﹤0.01%
+750
2675
$16K ﹤0.01%
5,315
-645
105 106
107
108 109