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
251
$2.14M 0.09%
51,839
+14,442
252
$2.14M 0.09%
38,645
+896
253
$2.14M 0.09%
66,887
+3,897
254
$2.13M 0.09%
30,722
+1,148
255
$2.1M 0.09%
26,018
+391
256
$2.1M 0.09%
47,662
-9,247
257
$2.09M 0.09%
102,681
+80,274
258
$2.09M 0.09%
35,956
-452
259
$2.08M 0.09%
137,478
+86,568
260
$2.06M 0.09%
60,942
+2,830
261
$2.06M 0.09%
27,075
+6,503
262
$2.05M 0.09%
9,417
+734
263
$2.04M 0.09%
40,438
-2,404
264
$2.03M 0.09%
19,820
+6,216
265
$2.02M 0.09%
128,325
-385
266
$2M 0.08%
121,624
+10,160
267
$1.98M 0.08%
82,230
+10,425
268
$1.97M 0.08%
90,670
+1,293
269
$1.96M 0.08%
131,120
-20,391
270
$1.95M 0.08%
36,359
+17,350
271
$1.95M 0.08%
129,296
+763
272
$1.93M 0.08%
6,729
+534
273
$1.92M 0.08%
74,676
+10,379
274
$1.92M 0.08%
15,525
+142
275
$1.91M 0.08%
29,887
+2,549
9 10
11
12 13