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
2676
$16K ﹤0.01%
127
+45
2677
$16K ﹤0.01%
341
2678
$16K ﹤0.01%
286
-14
2679
$16K ﹤0.01%
211
+72
2680
$16K ﹤0.01%
330
2681
$16K ﹤0.01%
158
2682
$16K ﹤0.01%
3,656
2683
$16K ﹤0.01%
38
-15
2684
$16K ﹤0.01%
211
+39
2685
$16K ﹤0.01%
878
+198
2686
$16K ﹤0.01%
800
2687
$16K ﹤0.01%
1,652
+1,174
2688
$16K ﹤0.01%
519
+40
2689
$16K ﹤0.01%
3
2690
$16K ﹤0.01%
180
2691
$16K ﹤0.01%
930
2692
$16K ﹤0.01%
1,308
2693
$16K ﹤0.01%
173
-78
2694
$16K ﹤0.01%
4,450
2695
$16K ﹤0.01%
895
+1
2696
$16K ﹤0.01%
1,000
2697
$16K ﹤0.01%
1,705
+565
2698
$16K ﹤0.01%
107
2699
$16K ﹤0.01%
500
+200
2700
$16K ﹤0.01%
150
106 107
108
109 110