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
2701
$16K ﹤0.01%
206
+124
2702
$16K ﹤0.01%
14
+10
2703
$16K ﹤0.01%
1,700
2704
$16K ﹤0.01%
2,700
2705
$16K ﹤0.01%
565
-2,343
2706
$16K ﹤0.01%
1,595
-600
2707
$15K ﹤0.01%
600
2708
$15K ﹤0.01%
1,765
2709
$15K ﹤0.01%
1,090
-195
2710
$15K ﹤0.01%
121
2711
$15K ﹤0.01%
398
2712
$15K ﹤0.01%
525
2713
$15K ﹤0.01%
686
2714
$15K ﹤0.01%
1,000
-1,000
2715
$15K ﹤0.01%
300
-14
2716
$15K ﹤0.01%
428
+110
2717
$15K ﹤0.01%
890
-600
2718
$15K ﹤0.01%
200
2719
$15K ﹤0.01%
6,000
2720
$15K ﹤0.01%
817
2721
$15K ﹤0.01%
1,096
2722
$15K ﹤0.01%
1,150
2723
$15K ﹤0.01%
387
+266
2724
$15K ﹤0.01%
863
2725
$15K ﹤0.01%
964
-37
107 108
109
110 111