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
2751
$15K ﹤0.01%
3,000
+2,000
2752
$15K ﹤0.01%
439
2753
$15K ﹤0.01%
1,000
2754
$14K ﹤0.01%
362
+9
2755
$14K ﹤0.01%
286
2756
$14K ﹤0.01%
1,377
+223
2757
$14K ﹤0.01%
1,315
+1,064
2758
$14K ﹤0.01%
+600
2759
$14K ﹤0.01%
615
-85
2760
$14K ﹤0.01%
+150
2761
$14K ﹤0.01%
385
2762
$14K ﹤0.01%
399
2763
$14K ﹤0.01%
657
2764
$14K ﹤0.01%
+645
2765
$14K ﹤0.01%
1,600
2766
$14K ﹤0.01%
474
2767
$14K ﹤0.01%
+785
2768
$14K ﹤0.01%
178
-2
2769
$14K ﹤0.01%
+3,125
2770
$14K ﹤0.01%
204
-6
2771
$14K ﹤0.01%
1,000
2772
$14K ﹤0.01%
333
-46
2773
$14K ﹤0.01%
283
2774
$14K ﹤0.01%
323
+123
2775
$14K ﹤0.01%
893
109 110
111
112 113