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
2726
$15K ﹤0.01%
178
2727
$15K ﹤0.01%
268
-21
2728
$15K ﹤0.01%
3,000
-575
2729
$15K ﹤0.01%
201
+34
2730
$15K ﹤0.01%
227
-1
2731
$15K ﹤0.01%
910
-300
2732
$15K ﹤0.01%
3,571
2733
$15K ﹤0.01%
1,300
2734
$15K ﹤0.01%
+450
2735
$15K ﹤0.01%
886
2736
$15K ﹤0.01%
795
+577
2737
$15K ﹤0.01%
1,000
2738
$15K ﹤0.01%
218
2739
$15K ﹤0.01%
+865
2740
$15K ﹤0.01%
556
+77
2741
$15K ﹤0.01%
1,302
2742
$15K ﹤0.01%
600
2743
$15K ﹤0.01%
304
+3
2744
$15K ﹤0.01%
1,000
+700
2745
$15K ﹤0.01%
1,065
2746
$15K ﹤0.01%
230
-112
2747
$15K ﹤0.01%
125
+42
2748
$15K ﹤0.01%
420
2749
$15K ﹤0.01%
+314
2750
$15K ﹤0.01%
418
108 109
110
111 112