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
2776
$14K ﹤0.01%
750
2777
$14K ﹤0.01%
115
2778
$14K ﹤0.01%
1,559
+26
2779
$14K ﹤0.01%
1,224
+200
2780
$14K ﹤0.01%
290
2781
$14K ﹤0.01%
+666
2782
$14K ﹤0.01%
+808
2783
$14K ﹤0.01%
1,308
-1,312
2784
$14K ﹤0.01%
486
2785
$14K ﹤0.01%
1,532
-29
2786
$14K ﹤0.01%
10,000
2787
$14K ﹤0.01%
662
-2,085
2788
$14K ﹤0.01%
969
+5
2789
$14K ﹤0.01%
121
+111
2790
$14K ﹤0.01%
253
2791
$14K ﹤0.01%
71,000
+63,000
2792
$14K ﹤0.01%
2,000
+1,000
2793
$14K ﹤0.01%
500
2794
$14K ﹤0.01%
75
-13
2795
$14K ﹤0.01%
454
2796
$14K ﹤0.01%
384
+72
2797
$14K ﹤0.01%
1,446
-662
2798
$14K ﹤0.01%
+3,200
2799
$14K ﹤0.01%
315
2800
$14K ﹤0.01%
3,037
-496
110 111
112
113 114